Client Financial Education Manager
Miami, FL ยท Remote
$60K - $70K/yr
Remote, flexible work environment * Leadership development opportunities Career Path Education ... Employment Type: PART_TIME
Miami, FL ยท Remote
$60K - $70K/yr
Remote, flexible work environment * Leadership development opportunities Career Path Education ... Employment Type: PART_TIME
Miami, FL ยท Remote
$60K - $70K/yr
Remote, flexible work environment * Leadership development opportunities Career Path Education ... Employment Type: PART_TIME
Plant City, FL ยท On-site +1
$20 - $30/hr
Support preparation of financial reports for internal leadership and external stakeholders ... advisors Schedule & Work Environment * Remote * Part-Time to start (hours flexible and can be ...
New
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Plant City, FL ยท On-site +1
$20 - $30/hr
Support preparation of financial reports for internal leadership and external stakeholders ... advisors Schedule & Work Environment * Remote * Part-Time to start (hours flexible and can be ...
New
Tampa, FL ยท On-site +1
$190K - $260K/yr
... public finance matters. Our team thrives on collaboration, precision, and solving complex ... Paid parking starting on the first day * Part-time remote work flexibility * Generous paid time off ...
Tampa, FL ยท On-site +1
$190K - $260K/yr
... public finance matters. Our team thrives on collaboration, precision, and solving complex ... Paid parking starting on the first day * Part-time remote work flexibility * Generous paid time off ...
Sarasota, FL ยท On-site +1
$4.0K - $50K/mo
Choate Agency | Symmetry Financial Group | Remote | U.S. Only This is a part-time role with full-time income potential - but only for the kind of person who performs without being managed, follows a ...
Sarasota, FL ยท On-site +1
$4.0K - $50K/mo
Choate Agency | Symmetry Financial Group | Remote | U.S. Only This is a part-time role with full-time income potential - but only for the kind of person who performs without being managed, follows a ...
Jacksonville, FL ยท On-site +1
$60K - $150K/yr
Globe Life AO Employment Type: Full-Time / Part-Time Location: Remote (U.S.-Based Only) No ... Advisor | Virtual Sales & Support Roles Ready to Take the First Step? If you're ready to take ...
Jacksonville, FL ยท On-site +1
$60K - $150K/yr
Globe Life AO Employment Type: Full-Time / Part-Time Location: Remote (U.S.-Based Only) No ... Advisor | Virtual Sales & Support Roles Ready to Take the First Step? If you're ready to take ...
Jacksonville, FL ยท On-site +1
$60K - $150K/yr
Globe Life AO Employment Type: Full-Time / Part-Time Location: Remote (U.S.-Based Only) No ... Advisor | Virtual Sales & Support Roles Ready to Take the First Step? If you're ready to take ...
Jacksonville, FL ยท On-site +1
$60K - $150K/yr
Globe Life AO Employment Type: Full-Time / Part-Time Location: Remote (U.S.-Based Only) No ... Advisor | Virtual Sales & Support Roles Ready to Take the First Step? If you're ready to take ...
Tallahassee, FL ยท Remote
$30K - $50K/yr
Position Overview This role supports a growing financial services organization by delivering ... Employment Type: PART_TIME
Tallahassee, FL ยท Remote
$30K - $50K/yr
Position Overview This role supports a growing financial services organization by delivering ... Employment Type: PART_TIME
Key Biscayne, FL ยท Remote
$30K - $60K/yr
GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...
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Key Biscayne, FL ยท Remote
$30K - $60K/yr
GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...
Miami, FL ยท On-site +1
$1.0K - $1.5K/mo
In this role, you will also be responsible for preparing other reports as directed by the finance ... work part-time - Must be able to work remotely - Strong attention to detail and accuracy ...
New
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Miami, FL ยท On-site +1
$1.0K - $1.5K/mo
In this role, you will also be responsible for preparing other reports as directed by the finance ... work part-time - Must be able to work remotely - Strong attention to detail and accuracy ...
New
Orlando, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
Orlando, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
Jacksonville, FL ยท On-site +1
$1.0K - $1.5K/mo
In this role, you will also be responsible for preparing other reports as directed by the finance ... work part-time - Must be able to work remotely - Strong attention to detail and accuracy ...
New
Quick apply
Jacksonville, FL ยท On-site +1
$1.0K - $1.5K/mo
In this role, you will also be responsible for preparing other reports as directed by the finance ... work part-time - Must be able to work remotely - Strong attention to detail and accuracy ...
New
West Palm Beach, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
West Palm Beach, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
Saint Augustine, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
Saint Augustine, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
Fernandina Beach, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
Fernandina Beach, FL ยท On-site +1
$130K - $160K/yr
Hybrid and Remote work arrangements may be considered. Employment Type: Full Time or Part-Time (20 ... Additionally, we lead the industry by offering 401k plans, supported by expert financial advisors ...
Gainesville, FL ยท On-site +1
$50K - $175K/yr
Simmons Financial Agency is hiring motivated individuals who want a flexible, remote opportunity ... Work part-time or full-time and set your own hours * Remote work: Meet with clients virtually from ...
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Gainesville, FL ยท On-site +1
$50K - $175K/yr
Simmons Financial Agency is hiring motivated individuals who want a flexible, remote opportunity ... Work part-time or full-time and set your own hours * Remote work: Meet with clients virtually from ...
Saint Petersburg, FL ยท On-site +1
$50K - $175K/yr
Simmons Financial Agency is hiring motivated individuals who want a flexible, remote opportunity ... Work part-time or full-time and set your own hours * Remote work: Meet with clients virtually from ...
Quick apply
Saint Petersburg, FL ยท On-site +1
$50K - $175K/yr
Simmons Financial Agency is hiring motivated individuals who want a flexible, remote opportunity ... Work part-time or full-time and set your own hours * Remote work: Meet with clients virtually from ...
Tampa, FL ยท On-site +1
$50K - $175K/yr
Simmons Financial Agency is hiring motivated individuals who want a flexible, remote opportunity ... Work part-time or full-time and set your own hours * Remote work: Meet with clients virtually from ...
Quick apply
Tampa, FL ยท On-site +1
$50K - $175K/yr
Simmons Financial Agency is hiring motivated individuals who want a flexible, remote opportunity ... Work part-time or full-time and set your own hours * Remote work: Meet with clients virtually from ...
If you're interested in working part-time , between 25-30 hours a week during traditional daytime ... A minimum of a bachelor's degree in Accounting, Finance, or Business. * 5+ years of full-cycle ...
If you're interested in working part-time , between 25-30 hours a week during traditional daytime ... A minimum of a bachelor's degree in Accounting, Finance, or Business. * 5+ years of full-cycle ...
Sarasota, FL ยท On-site +1
$28 - $35/hr
If you're interested in working part-time , between 25-30 hours a week during traditional daytime ... A minimum of a bachelor's degree in Accounting, Finance, or Business. * 5+ years of full-cycle ...
Sarasota, FL ยท On-site +1
$28 - $35/hr
If you're interested in working part-time , between 25-30 hours a week during traditional daytime ... A minimum of a bachelor's degree in Accounting, Finance, or Business. * 5+ years of full-cycle ...
Tampa, FL ยท Remote
We are a remote and virtual sales team that works via zoom from home. We are commission only and ... PART_TIME
Tampa, FL ยท Remote
We are a remote and virtual sales team that works via zoom from home. We are commission only and ... PART_TIME
| Aspect | Part Time Remote Financial Advisor | Part Time Remote Financial Planner |
|---|---|---|
| Certifications | CFP, Series 7/66, or similar | CFP, Series 7/66, or similar |
| Work Environment | Remote, client-facing, flexible hours | Remote, client-facing, flexible hours |
| Employer & Industry Usage | Financial advisory firms, banks, independent | Financial planning firms, independent advisors |
| Search & Comparison Intent | High overlap in credentials and work setting | Similar roles with slight focus differences |
Both roles involve providing financial advice remotely on a part-time basis, requiring similar certifications and working in client-facing environments. The main difference lies in the job focus: financial advisors often emphasize investment management and product sales, while financial planners focus on comprehensive financial planning. Candidates should consider their specific skills and career goals when choosing between these roles.

$60K - $70K/yr
Part-time
Re-posted 6 hours ago
The Client Financial Education Manager oversees the delivery of structured financial education and ensures a consistent, professional learning experience for individuals and families. This role focuses on education quality, client progression, and mentorship rather than transactional activity.
This position is ideal for professionals with strong communication skills who enjoy leading education initiatives and supporting others through learning processes.
Key ResponsibilitiesEducation manager senior leadership or training director roles.
Employment Type: PART_TIME