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Part Time Financial Planning Jobs (NOW HIRING)

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

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Part Time Financial Planning information

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$35.5K

$60.6K

$104.5K

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

As of Jun 28, 2026, the average yearly pay for part time financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

How much does a part-time financial advisor make?

Part-time financial advisors typically earn between $20 and $50 per hour, depending on experience, location, and client base. Their annual income varies widely but is generally lower than full-time advisors, often ranging from $25,000 to $60,000 annually. Many part-time advisors also earn commissions or fees based on the services provided.

Can you work part-time as a financial planner?

Yes, financial planners can work part-time, especially in roles such as independent advisors or those employed by firms offering flexible schedules. Part-time positions may require relevant certifications like the CFP designation and strong client management skills, and they often involve working during evenings or weekends to accommodate clients' needs.

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 a CFP better than a CPA?

A Part Time Financial Planning professional typically holds certifications like CFP (Certified Financial Planner) or CPA (Certified Public Accountant), which serve different roles. CFP focuses on personal financial planning, investment, and retirement strategies, while CPA emphasizes accounting, tax, and auditing services. The better credential depends on the specific financial services needed by clients or employers.

What are the key skills and qualifications needed to thrive as a Part Time Financial Planner, and why are they important?

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.

Can you be a financial planner as a side hustle?

Yes, financial planners can work as a side hustle if they have the necessary certifications, such as the CFP credential, and comply with licensing and regulatory requirements. Many financial professionals offer part-time advisory services outside their primary employment, often leveraging skills in financial analysis and planning tools. However, they must ensure their side work does not conflict with their primary employer's policies or client confidentiality agreements.

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.
More about Part Time Financial Planning jobs
What cities are hiring for Part Time Financial Planning jobs? Cities with the most Part Time Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Part Time Financial Planning jobs? States with the most job openings for Part Time Financial Planning jobs include:
What job categories do people searching Part Time Financial Planning jobs look for? The top searched job categories for Part Time Financial Planning jobs are:
Part Time Financial Planning jobs near you
Infographic showing various Part Time Financial Planning job openings in the United States as of June 2026, with employment types broken down into 100% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Entry-Level Financial Planning

Davis Family Financial LLC

Kenosha, WI

$50K - $75K/yr

Part-time

Retirement

Posted 22 days ago

Job description

Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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