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Part Time Financial Planning Jobs in Ohio (NOW HIRING)

Rainmaker Resources, LLC

CFO

Cincinnati, OH · Hybrid

NonProfit Fractional Chief Financial Officer (CFO) Part-time | Hybrid Opportunity | Cincinnati ... Lead long-term financial planning, growth, and sustainability strategies. * Support strategic ...

Allworth Financial

Tax Manager

Cincinnati, OH · On-site

$100K - $150K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH

Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position ... With a focus on personalized financial planning and investment strategies, we strive to empower our ...

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

Part Time Financial Planning information

See Ohio salary details

$33.8K

$57.6K

$99.3K

How much do part time financial planning jobs pay per year?

As of Aug 2, 2026, the average yearly pay for part time financial planning in Ohio is $57,628.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $65,100.00 per year, depending on experience, location, and employer.

What pays more, CPA or CFP?

For financial planning roles, Certified Public Accountants (CPAs) generally earn higher salaries than Certified Financial Planners (CFPs) due to their broader accounting and tax expertise. However, CFPs often have specialized knowledge in financial advising and planning, which can lead to higher pay in client-facing roles. Salary differences depend on experience, location, and the specific job environment.

Can you be a part-time financial planner?

Yes, part-time financial planning is possible and often involves flexible schedules that accommodate clients' needs. Many financial planners work part-time, especially those who are self-employed or working for firms that offer flexible hours, and they typically require relevant certifications such as the CFP credential.

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.

How much do part-time financial advisors make?

Part-time financial advisors typically earn between $20 and $50 per hour, depending on experience, certifications, and client base. Annual earnings can range from approximately $20,000 to $50,000 for those working fewer hours compared to full-time advisors.

What are the key skills and qualifications needed to thrive as a Part Time Financial Planner, and why are they important?

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.

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.

Can you do financial planning as a side hustle?

Financial planning can be pursued as a part-time side hustle if you have the necessary certifications, such as the CFP credential, and comply with licensing requirements. Many financial planners work freelance or part-time to supplement their income while maintaining their primary employment. Success depends on managing client relationships, scheduling, and staying compliant with industry regulations.

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 are the most commonly searched types of Financial Planning jobs in Ohio? The most popular types of Financial Planning jobs in Ohio are:
What are popular job titles related to Part Time Financial Planning jobs in Ohio? For Part Time Financial Planning jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planning jobs in Ohio look for? The top searched job categories for Part Time Financial Planning jobs in Ohio are:
What cities in Ohio are hiring for Part Time Financial Planning jobs? Cities in Ohio with the most Part Time Financial Planning job openings:
Part Time Financial Planning jobs near you
Infographic showing various Part Time Financial Planning job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $57,628 per year, or $27.7 per hour.

Entry-Level Financial Planning Coach

Traction Forge Financial

Cleveland, OH • On-site

Part-time

Re-posted 27 days ago

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is aggressively expanding across Ohio and looking for driven, competitive individuals ready to build a serious career-not just take a job.

If you're hungry, coachable, and want control over your income and growth, this is your opportunity to step into the financial services industry and make an immediate impact.

No experience? Not a problem. We provide the training, mentorship, and licensing support-you bring the work ethic.

What You'll Do
  • Take ownership of your client base and build real relationships
  • Educate clients on retirement, protection, and wealth strategies
  • Conduct financial needs analyses and deliver personalized solutions
  • Leverage digital tools to grow and manage your business
  • Continuously sharpen your skills through training and mentorship
Who This Is For
  • Self-starters who don't need to be micromanaged
  • Competitive individuals who want to win-personally and financially
  • Strong communicators who can connect and influence
  • Growth-minded professionals ready to level up
  • Individuals willing to get licensed and take this seriously

If you're comfortable staying average, this isn't for you.

What You Get
  • Unlimited income potential tied to your effort
  • Flexible, remote work with full control of your schedule
  • Proven training system and hands-on mentorship
  • Clear path to leadership and business ownership
  • The chance to build something that actually matters
Requirements
  • Must be a Legal U.S. Resident, Citizen, or have a valid Work Permit with SSN
  • Life Insurance License preferred
    • Must be willing to obtain within 14-21 days if not currently licensed
  • Soft background check required

If you're looking for a comfortable job, keep scrolling.
If you're ready to build something real-this is where it starts.

Employment Type: PART_TIME

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