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Part Time Financial Planning Jobs in Michigan (NOW HIRING)

Genisys Credit Union

Teller - Part Time

Rochester Hills, MI · On-site

$14.75 - $18.50/hr

We are currently seeking motivated candidates for a Part Time Financial Services Representative at ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

New

Genisys Credit Union

Teller - Part Time

Pontiac, MI · On-site

$16 - $19.75/hr

We are currently seeking motivated candidates for a Part Time Financial Services Representative at ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

Genisys Credit Union

Teller - Part Time

Royal Oak, MI · On-site

$15 - $18.75/hr

We are currently seeking motivated candidates for a Part Time Financial Services Representative at ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

Genisys Credit Union

Teller - Part Time

Wixom, MI · On-site

$15.25 - $19.25/hr

We are currently seeking motivated candidates for a Part Time Financial Services Representative at ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

DFCU Financial

$18.50/hr

Our Clinton Twp branch is seeking a part-time Teller to join their team. This position has a ... Free financial planning assistance * Numerous fun employee events throughout the year * Volunteer ...

Genisys Credit Union

Teller - Part Time

Grand Rapids, MI · On-site

$14.75 - $18.50/hr

We are seeking high-energy, community-focused candidates to join us as a Part-Time Teller . If you ... Holiday pay (4 hours per observed holiday), Free Financial Planning Assistance, and Bereavement Pay.

OuterFactor

Controller

Galesburg, MI · On-site

$80K - $120K/yr

Establish useful financial planning and reporting Own the annual budget, rolling forecast, cash ... completed by the part-time accountant and coordinate with the external CPA. Determine which ...

OuterFactor

Controller

Galesburg, MI · On-site

$80K - $120K/yr

Establish useful financial planning and reporting Own the annual budget, rolling forecast, cash ... completed by the part-time accountant and coordinate with the external CPA. Determine which ...

OuterFactor

Controller

Galesburg, MI · On-site

$80K - $120K/yr

Establish useful financial planning and reporting Own the annual budget, rolling forecast, cash ... completed by the part-time accountant and coordinate with the external CPA. Determine which ...

Genisys Credit Union

Teller - Part Time

Grand Blanc, MI · On-site

$13.75 - $17/hr

We are currently seeking motivated candidates for a Part Time Teller position at our Grand Blanc ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share Don't meet every ...

Genisys Credit Union

Teller - Part Time

Fenton, MI · On-site

$14.50 - $18/hr

We are currently seeking motivated candidates for a Part Time Teller position at our Fenton branch ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share Don't meet every ...

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All JobsFinancial Planning JobsPart Time Financial Planning JobsPart Time Financial Planning Jobs in Michigan

Part Time Financial Planning information

What is part time financial planning?

Part time financial planning refers to providing financial advice, strategy, or management services on a part-time basis, either as an employee or independent consultant. These professionals help clients assess their financial goals, create budgets, plan investments, and prepare for retirement, but do so while working fewer hours than a traditional full-time financial planner. This arrangement offers flexibility for both the planner and their clients, making it ideal for those balancing other commitments or seeking work-life balance. The core responsibilities remain the same as full-time roles, but the workload and number of clients are typically reduced.

What are the key skills and qualifications needed to thrive as a part time financial planner?

To thrive as a Part Time Financial Planner, you generally need strong analytical skills, in-depth financial knowledge, and a relevant degree or certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, spreadsheets, and portfolio management tools is typically required. Excellent communication, client relationship management, and ethical judgment are soft skills that set outstanding professionals apart. These abilities are crucial for providing sound financial advice, building trust with clients, and ensuring effective, compliant financial planning on a flexible schedule.

How does working part time in financial planning typically impact collaboration with clients and team members?

In a part time financial planning role, effective communication and time management are key since you may have limited hours to interact with clients and coordinate with colleagues. Many firms use flexible scheduling and digital tools to facilitate seamless collaboration, ensuring part time planners can stay updated on client portfolios and team projects. You may be responsible for managing a smaller client load or focusing on specific aspects of the planning process, allowing you to provide personalized service within your available hours. Clear expectations and proactive communication with both clients and team members are essential to ensure smooth workflows and maintain strong client relationships.

What is the difference between Part Time Financial Planning vs Part Time Financial Advisor?

AspectPart Time Financial PlanningPart Time Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentFinancial planning firms, independent practicesFinancial planning firms, banks, independent advisors
Industry UsageFinancial planning and consultingClient-facing financial advice and investment management

Both roles often require similar certifications and work in financial services environments. The main difference is that "Financial Planning" emphasizes creating comprehensive financial strategies, while "Financial Advisor" typically involves direct client interactions and investment advice. Part Time Financial Planning focuses on planning tasks, whereas Part Time Financial Advisor roles are more client-facing and sales-oriented.

Is there a demand for part time financial planners?

Part time financial planners are in increasing demand as clients seek flexible financial advice options. The role often requires certifications like CFP and proficiency with financial planning software, making it suitable for professionals seeking flexible schedules or supplemental income.

What are the most commonly searched types of Financial Planning jobs in Michigan?

The most popular types of Financial Planning jobs in Michigan are:

What are popular job titles related to Part Time Financial Planning jobs in Michigan?

For Part Time Financial Planning jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Part Time Financial Planning jobs in Michigan look for?

The top searched job categories for Part Time Financial Planning jobs in Michigan are:

Part Time Financial Planning jobs near you
Infographic showing various Part Time Financial Planning job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Part Time Financial Planning Instructor

Oakland University

Rochester, MI • On-site

Part-time

Re-posted 10 days ago

Oakland University rating

8.0

Company rating: 8.0 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

190th of 628 rated colleges and universities

Job description

Position Approval Information
First Section
School/College:
Academic Affairs
Department:
2159 - Strategic Programs
Position Title:
Lecturer
Field of Specialty:
Financial Planning
Name of Department Chair:
Carrie Sliwinski
Expected Hire Date:
07/01/2026

What Oakland University employees say

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