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Part Time Financial Planning Jobs in Ohio (NOW HIRING)

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

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 ...

SuperSummary

Part-Time Controller

Cleveland, OH · Remote

This is a part-time role of approximately 10-20 hours a week. What You'll DoControllership ... Build and document internal controls appropriate for our size and stage Financial Planning ...

Ceritypartners

Summer 2027 Tax Intern

Cincinnati, OH · On-site

This role is also ideal for someone looking for a part-time seasonal position in the financial ... Participate in financial planning and tax projects, as assigned * Assist in the preparation of ...

Ceritypartners

Summer 2027 Tax Intern

Cincinnati, OH · On-site

This role is also ideal for someone looking for a part-time seasonal position in the financial ... Participate in financial planning and tax projects, as assigned * Assist in the preparation of ...

Cerity Partners

Summer 2027 Tax Intern

Cincinnati, OH · On-site

This role is also ideal for someone looking for a part-time seasonal position in the financial ... Participate in financial planning and tax projects, as assigned * Assist in the preparation of ...

CSU Northridge

Financial Aid Counselor

Northridge, OH · On-site

$36K - $48K/yr

Experience working with part-time students in non-standard term programs is preferred. Knowledge ... and resourcefulness in planning work assignments and in implementing long-range program ...

Chick-fil-A

Team Member - Evening Shift

Youngstown, OH · On-site

$12 - $14/hr

We are looking for both full-time and part-time team members. Team members must be available a ... Sundays off * Employee assistance program (coverage for counseling, financial planning, legal ...

Chick-fil-A

Team Member - Day Shift

Youngstown, OH · On-site

$12 - $14/hr

We are looking for both full-time and part-time team members. Team members must be available a ... Sundays off * Employee assistance program (coverage for counseling, financial planning, legal ...

Chick-fil-A

Team Member - Opening Shift

Youngstown, OH · On-site

$12 - $14/hr

We are looking for both full-time and part-time team members. Team members must be available a ... Sundays off * Employee Assistance Program (coverage for counseling, financial planning, legal ...

Chick-fil-A

Team Member - Opening Shift

Youngstown, OH · On-site

$12 - $14/hr

We are looking for both full-time and part-time team members. Team members must be available a ... Sundays off * Employee Assistance Program (coverage for counseling, financial planning, legal ...

Adecco

Customer Support Specialist

Richfield, OH · On-site

$19 - $25/hr

... and financial planning firm in Richfield, Ohio. Responsibilities: * Serve as a primary point of ... Flexible part-time or full-time schedule * Pay rate between $19-25/hr depending on experience.

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Showing results 21-40

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 Sep 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 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 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 August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $57,628 per year, or $27.7 per hour.

Client Services Specialist - Financial Services - Ohio

All Financial Freedom

Columbus, OH • On-site, Remote

$31K - $58K/yr

Part-time

Re-posted 21 days ago

Job description

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization.

This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications

  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits

  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.

Employment Type: PART_TIME

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