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Part Time Financial Planning Jobs in Ohio (NOW HIRING)

Chick-fil-A

Kitchen Shift Manager

Youngstown, OH · On-site

$17 - $18/hr

Sundays off * Employee assistance program (coverage for counseling, financial planning, legal ... Cashier, server, host, hostess, fast food, customer service, full time, part time, lunch, near me ...

Cerity Partners

Spring 2027 Tax Intern

Cleveland, OH · On-site

This role is also ideal for someone looking for a part-time seasonal position in the financial ... Hands-on training to build and strengthen wealth management and financial planning skills.

LeafHome

Weekday Retail Marketer

Cincinnati, OH · On-site

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Springfield, OH

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Cincinnati, OH

$25/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Wapakoneta, OH

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Springfield, OH

$25/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

South Lebanon, OH

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Weekday Retail Marketer

Lima, OH

$18 - $30/hr

Earn Full-time Pay working Part-time hours! LeafFilter Gutter Protection, a rapidly growing home ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

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Showing results 41-60

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.

Office Support Specialist (Part Time)

Greene County Public Health

Xenia, OH • On-site

$17.08 - $22.91/hr

Part-time

Posted 22 days ago

Job description

Department: Community Health Services - WIC
Job Status: Part-time (29 hours per week)
FLSA Status: Non-Exempt
Reports To: Public Health Nutrition Program Manager
Grade/Level: A13
Job Type: Regular
Positions Supervised: None
Work Schedule: 8:00 am - 4:00 pm, Monday, Wednesday, Thursday, Friday. 60-minute unpaid lunch daily. Adjustments to schedule with supervisor approval.
POSITION SUMMARY
Promotes and supports population health by providing a variety of clerical, administrative and technical support services to internal and external clients; answering phones; scheduling appointments, interviewing internal and external clients to establish needed services: establishing and maintaining files; issuing birth and death certificates, EBT cards, and permits and licenses; and drafting and editing correspondence.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
  • Timely, regular, and consistent attendance.
  • Project a positive and professional image. Provide respectful customer service to external and internal clients.
  • Analytical/Assessment Skills:
    • Evaluate information on applications and forms to verify completeness and accuracy.
  • Communication Skills:
    • Instruct customers in the completion of appropriate forms.
  • Community Dimensions of Practice Skills:
    • Answer questions for the public regarding program policies, procedures, regulations, birth and death records, and permitting and licensing.
  • Cultural Competency Skills:
    • Utilize appropriate methods for interacting effectively and professionally with people of all ages and from diverse cultural, socioeconomic, educational, racial, and ethnic backgrounds, sexual orientations, lifestyles and physical abilities.
    • Awareness of the impact of programs and services to clients and the community.
  • Financial Planning and Management Skills:
    • Perform light to moderate numerical calculations involving reconciling accounts, electronic form submission; program billing and/or other applications.
    • Assist account clerks with the receipt of fees and payments. Maintain records of applications made or fees collected.
    • Comply with federal, state, and health district policies, procedures, and regulations.
    • Assist in the training of other team members.
  • Leadership and System Thinking Skills:
    • Adhere to Occupational Health and Safety and Health Administration standards relevant to job duties, such as exposure to bloodborne pathogens.
    • Participate in professional and workforce development opportunities.
  • Policy Development/Program Planning Skills:
    • Use quality improvement (QI) and performance management (PM) processes and/or techniques to improve the effectiveness of programs and services including but not limited to creating, implementing and evaluating performance standards and identifying, implementing and assessing QI projects.
  • Public Health Science Skills:
    • Inform internal and/or external clients over the telephone, in writing or in-person of established policies, procedures, for obtaining certificates, EBT, licenses, or permits.
    • Perform routine data entry or other office support activities, including creating, faxing, sorting, photocopying, distributing, or filing documents and mail distribution.
    • Maintain and stock adequate supplies of forms, licenses, permits or other required materials.
  • Other:
    • Obtain heights, weights and finger stick for hemoglobin blood value.
    • Provide clerical support to other departments as needed.
    • Responsibilities include other duties as assigned including but not limited to participation in Accreditation requirements and responding to emergency events.

POSITION QUALIFICATIONS
  • Competency Statement(s)
  • Diversity Oriented - Ability to work effectively with people regardless of their age, gender, race, ethnicity, religion, or job type.
  • Reliability - The trait of being dependable and trustworthy.
  • Self-Motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative.
  • Accountability - Ability to accept responsibility and account for his/her actions.
  • Responsible - Ability to be held accountable or answerable for one's conduct.
  • Accuracy - Ability to perform work accurately and thoroughly.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
  • Organized - Possessing the trait of being organized or following a systematic method of performing a task.
  • Loyal - The trait of feeling a duty to the employer.
  • Honesty / Integrity - Ability to be truthful and be credible in the workplace.
  • Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.

SKILLS & ABILITIES
Education: High School Graduate or General Education Degree (GED): Required
Experience: 12 plus months of experience in administrative/clerical functions
Computer Skills: Microsoft Office required. Health District Information System (HDIS), and Virtual Intelligence Pro (VIP) to be obtained upon hire.
Certifications & Licenses: Valid driver's license.
Other Requirements: National Incident Management System (NIMS)/Incident Command System (ICS) 100, 200 and 700.a required within six months of hire.
WORK ENVIRONMENT
Professional office environment. Employees may be exposed to chemical compounds found in the office environment (e.g., toner, correction fluid, etc.).
Work-related travel may subject employees to conditions that range from inclement weather to dangerous conditions such as snow/ice, heat, noise and sudden temperature changes. Travel may subject employees to increased risk of driving hazards.
Employees in this classification may occasionally need to relate to members of the public who exhibit challenging, atypical or hostile behavior and/or communication.
Contact Information:
For general questions regarding the position, please contact:
Evan Dillahunt
(937) 374-5620
edillahunt@greenecophoh.gov

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