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Part Time Financial Planning Jobs in Utah (NOW HIRING)

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Executive Sous Chef

Snowbird, UT · On-site

$64K - $81K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Support Chefs and Sous Chefs in planning and executing daily service, high volume periods, openings ... Financial Performance,Purchasing& Inventory * Assist the Senior Executive Chef in managing food ...

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Showing results 41-60

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

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 13, 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:
Part Time Financial Planning jobs near you
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.

Final Expense Agents-Become Part of Our Life Protection Team

GIA Legacy Planning

Salt Lake City, UT • Remote

Full-time, Part-time

Posted 11 days ago

Job description

Location: Remote Position/ Work from Home
Job Type: Full-Time/Part-Time
Compensation: Un-Capped Commission-Based

About Us:

We’re excited to invite ambitious, friendly go-getters to join our dynamic team as Final Expense Agents. This isn’t a cookie-cutter job—it’s a modern career path built for people who want flexibility, purpose, and real earning potential. You’ll have the freedom to work from anywhere, create a schedule that fits your life, and build a clear path toward financial independence.

This opportunity is ideal for career-driven professionals who want room to grow, sharpen leadership and business skills, and genuinely own their success. You’ll work in a thriving virtual environment, receive in-house leads (no cold calling), and have the ability to be contracted with multiple carriers, giving you options that best serve your clients. With a performance-based model and strong support system, you’re not just clocking in—you’re building a future that scales with your goals.

Responsibilities:

  • Identify client needs and recommend tailored insurance solutions

  • Develop and maintain strong client relationships

  • Generate leads through networking, referrals, and company-provided resources

  • Educate clients on available policies and coverage options

  • Follow up with prospects to close sales and maintain customer satisfaction

  • Stay informed about industry trends and product offerings

  • Work independently while collaborating with a supportive team

What We Offer:

  • Competitive commission structure with potential for bonuses

  • Flexible work schedule (remote position)

  • Comprehensive training and mentorship programs

  • Access to top-rated insurance carriers and products

  • Opportunities for career growth and leadership development

  • Supportive team culture with ongoing coaching and professional development

Requirements:

  • Insurance license (or willingness to obtain one – we provide guidance)

  • Strong communication and interpersonal skills

  • Self-motivated with a results-driven mindset

  • Ability to work independently and manage time effectively

  • Basic computer skills for CRM and client management

  • Technical devices to conduct business laptop, iPad or desktop etc.