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Part Time Financial Planning Jobs in Madison, WI

Dove Healthcare

Cook

Lodi, WI · On-site

$14 - $18.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555 Shift Openings: * part-time position ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Cook

Lodi, WI · On-site

$14 - $18.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555 Shift Openings: * part-time position ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

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All JobsFinancial Planning JobsPart Time Financial Planning JobsPart Time Financial Planning Jobs in Madison, WI

Part Time Financial Planning information

See Madison, WI salary details

$35.8K

$61.1K

$105.3K

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

As of Sep 5, 2026, the average yearly pay for part time financial planning in Madison, WI is $61,079.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $69,000.00 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 Madison, WI?

The most popular types of Financial Planning jobs in Madison, WI are:

What are popular job titles related to Part Time Financial Planning jobs in Madison, WI?

For Part Time Financial Planning jobs in Madison, WI, the most frequently searched job titles are:

What job categories do people searching Part Time Financial Planning jobs in Madison, WI look for?

The top searched job categories for Part Time Financial Planning jobs in Madison, WI are:

Part Time Financial Planning jobs near you
Infographic showing various Part Time Financial Planning job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $61,079 per year, or $29.4 per hour.

Financial Education Specialist - Wisconsin

All Financial Freedom

Madison, WI • On-site, Remote

$30K - $50K/yr

Part-time

Re-posted 24 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

Employment Type: PART_TIME

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