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Part Time Financial Planning Jobs (NOW HIRING)

Facet

Part-Time Senior Financial Planner

$82K - $97K/yr

The Future of Financial Planning The Senior Financial Planner role at Facet is unlike any other in the industry. We've stripped away the "old way" of doing business-no cold calling, no commission ...

Butterfly Network

FP&A Senior Analyst

New York, NY · Hybrid

$93K - $116K/yr

FP&A Senior Analyst Company Description Founded by Dr. Jonathan Rothberg in 2011, Butterfly Network ... For most employees, this means part time in the office (two or more days a week). Based on ...

Butterfly Network

FP&A Senior Analyst

New York, NY · On-site

$93K - $116K/yr

FP&A Senior Analyst Company Description Founded by Dr. Jonathan Rothberg in 2011, Butterfly Network ... For most employees, this means part time in the office (two or more days a week). Based on ...

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Part Time Financial Planning information

See salary details

$35.5K

$60.6K

$104.5K

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

As of Jul 22, 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.

What pays more, CPA or CFP?

For financial planning roles, Certified Public Accountants (CPAs) generally earn higher salaries than Certified Financial Planners (CFPs) due to their broader accounting and tax expertise. However, CFPs often have specialized knowledge in financial advising and planning, which can lead to higher pay in client-facing roles. Salary differences depend on experience, location, and the specific job environment.

Can you be a part-time financial planner?

Yes, part-time financial planning is possible and often involves flexible schedules that accommodate clients' needs. Many financial planners work part-time, especially those who are self-employed or working for firms that offer flexible hours, and they typically require relevant certifications such as the CFP credential.

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.

How much do part-time financial advisors make?

Part-time financial advisors typically earn between $20 and $50 per hour, depending on experience, certifications, and client base. Annual earnings can range from approximately $20,000 to $50,000 for those working fewer hours compared to full-time advisors.

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 do financial planning as a side hustle?

Financial planning can be pursued as a part-time side hustle if you have the necessary certifications, such as the CFP credential, and comply with licensing requirements. Many financial planners work freelance or part-time to supplement their income while maintaining their primary employment. Success depends on managing client relationships, scheduling, and staying compliant with industry regulations.

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 July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Entry-Level Financial Planning Advisor (Remote)

Traction Forge Financial

San Jose, CA • Remote

Full-time, Part-time

Retirement

Posted 6 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.

We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.

No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:

Conduct professional financial consultations
Understand client goals, priorities, and financial concerns
Develop personalized financial game plans and strategies
Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
Build lasting relationships through trust, education, and service

Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.

If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.


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