2

Part Time Financial Planning Jobs in Utah (NOW HIRING)

Senior Accountant-Part-Time

Provo, UT ยท On-site

$70K - $88K/yr

Action Target is looking for a skilled, professional, and driven Part-Time Senior Level Accountant ... P setup, and consolidation of multiple subsidiaries. This role will report to the Chief Financial ...

Senior Accountant-Part-Time

Provo, UT ยท On-site

$70K - $88K/yr

Action Target is looking for a skilled, professional, and driven Part-Time Senior Level Accountant ... P setup, and consolidation of multiple subsidiaries. This role will report to the Chief Financial ...

Showing results 21-40

Part Time Financial Planning information

See Utah salary details

$32.3K

$55.2K

$95.1K

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

As of Aug 12, 2026, the average yearly pay for part time financial planning in Utah is $55,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $62,400.00 per year, depending on experience, location, and employer.

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.

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.

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.

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 Utah? The most popular types of Financial Planning jobs in Utah are:
What are popular job titles related to Part Time Financial Planning jobs in Utah? For Part Time Financial Planning jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planning jobs in Utah look for? The top searched job categories for Part Time Financial Planning jobs in Utah are:
What cities in Utah are hiring for Part Time Financial Planning jobs? Cities in Utah with the most Part Time Financial Planning job openings:
Infographic showing various Part Time Financial Planning job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $55,184 per year, or $26.5 per hour.

Staff Physical Therapist or Occupational Therapist

Reborn Pelvic Health & Wellness, LLC

North Logan, UT โ€ข On-site

$1.4K - $1.8K/wk

Full-time, Part-time

Re-posted 6 days ago


Job description

Description

Reborn Pelvic Health & Wellness

Job Description: Staff Physical Therapist or Occupational Therapist

Job Title: Staff Therapist (Physical Therapist or Occupational Therapist)

Reports To: Clinic Director

FLSA Classification: Exempt full-time, Non-Exempt part-time


Staff Therapist Role Overview

Education & Experience

  • Graduate of a CAPTE-accredited Physical Therapy Program (or Occupational Therapy equivalent)
  • Current state Physical Therapist or PTA license
  • 0+ years of clinical experience as a provider; significant interest and passion around healthcare in pelvic health
  • Current BLS Certification
  • English-speaking preferred
  • Proven financial planning and management skills
  • Knowledge of legal, medical, and accreditation compliance
  • Strong organizational and delegation skills
  • Compassionate, excellent at clinical duties and patient care
  • Able to lift 50 lbs, assist patients, and meet published physical demand norms

Work Environment

  • Outpatient women's/men's/pediatric's pelvic health clinic
  • Uses clinic therapy equipment and standard office technology

Exposure Determination

Potential exposure to hazardous substances and bloodborne pathogens


Job Duties

Department Expectations

  • 86+% schedule efficiency
  • Scorecard metrics for WOM referrals and Google reviews > 5 per month each (for 1.0 FTE status)
  • Graduation rate 60+%
  • 1 Marketing Event/Workshop per quarter
  • 2 Blog posts per year

Role Expectations

  • Fulfillment and Customer Satisfaction
  • Delivering a WOW experience.
  • Make sure proper rehab techniques are being utilized.
  • Strive to exceed our patients' expectations with each interaction.
  • Create and evaluate the effectiveness of departmental programs.
  • Maintain excellent standards of physical therapy.

Metrics & Reporting

  • Track and monitor KPIs weekly, monthly, and quarterly.
  • Achieve 86+% clinic efficiency and other departmental benchmarks.
  • Submit agendas, scorecards, and patient reporting consistently.

Organization, Communication & Planning

Communication and Planning

  • Make sure to submit the following each week:
  • Weekly Agenda
  • Active Patient Reporting
  • ScoreCards
  • Attend & participate in the following:
  • All Hands and Mentorship Meetings
  • Quarterly Planning Meeting
  • Annual Planning Meeting

Sales & Marketing

  • Build/retain professional physician/birthworker relationships with Practice 25 referral
  • Coordinate with Office Manger to make sure Active Patient Reporting and Wellness Checks are being performed.
  • Engage physicians in external primary relationship-building interactions, including Reverse Referrals, Surgical Observations, In-clinic Shadowing, Return Patient Visits, and Empower University Events.
  • Will participate with internal practice building opportunities, including social media posts, Google reviews, Net Promoter Scores, short clinic videos, and reactivation campaigns on previously discharged patients.

Compliance

  • Ensure full compliance with state/federal regulations, medical standards, and accreditation.


Other Duties

Daily

  • Perform Daily Patient Care and documentation
  • Push issues to the Agenda or alert the director/owner 911s as they come.
  • Mark down different items that come up so that you can discuss how to handle them for the future
  • Complete Daily Tasks
  • Keep energy levels high

Weekly

Metrics

  • Hit 100% Schedule Efficiency Goal
  • Hit 90% Arrival Rate Goal
  • Hit 95+% Notes Submitted less than 24 hours
  • Hit 85+% Clinic Efficiency

Meetings

  • Attend All Hands Meeting
  • Submit Issues or To-Dos On the Agenda

Tasks

  • Active Patient Reporting
  • Coordinate Case Management with Providers
  • Weekly Agenda
  • Scorecards
  • Monitor Clinical Supply Inventory

Customer Service

  • Monitor NPS Scores and Reviews

Monthly

Meetings

  • Perform 1-to-1 Meetings with Direct Supervisor
  • Discuss Core Value Issues
  • Discuss Productivity Issues

Quarterly

  • Attend Quarterly Planning Meetings
  • Review if Annual Planning Goals are being met
  • Update on Clinic Care and Potential Issues
  • How to improve the customer experience
  • Update any Policy or Procedures.
  • Review Practice 25 Referral Tracker
  • Who is Referring
  • Who is Not
  • Who can be added
  • Who can be removed
  • Ideas to Enhance the Energy and Environment in the Clinic

Bi-Annual

  • Staff Satisfaction Survey
  • Staff performance review

Annual

  • Attend Annual Planning Meeting
  • Review the Previous Year
  • Set New Goals for Next Year
  • Review Vision, Mission, Core Values, and Staff

Review progress, set new goals


Revisit mission, vision, and values


Additional Duties

  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
  • Duties, responsibilities, and activities may change at any time with or without notice.
  • Employee signature below constitutes the employee's understanding of the requirements, essential functions and duties of the position.

This job description is not exhaustive. Duties may change at any time with or without notice.