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Part Time Remote Financial Planning Jobs (NOW HIRING)

Infinite Wise Solutions

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Remote Financial Retirement Planning Professional

Austin, TX · Remote

$1.0K - $250K/yr

Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... Your availability and interest in either a part-time or full-time schedule Applications without a ...

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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 Remote Financial Planning information

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$37K

$73.3K

$109K

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

As of Aug 19, 2026, the average yearly pay for part time remote financial planning in the United States is $73,285.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What is a part time remote financial planner?

A part time remote financial planner is a professional who helps clients manage their finances, investments, and long-term financial goals while working from a location outside of a traditional office and on a part-time basis. These planners often communicate with clients virtually through video calls, emails, or phone calls. Their responsibilities may include creating financial plans, offering advice on budgeting, retirement, taxes, and investments, and monitoring clients' financial progress. Working remotely allows for flexible hours, making it an attractive option for those seeking work-life balance or supplementary income.

What are the key skills and qualifications needed to thrive as a part time remote financial planner?

To thrive as a Part Time Remote Financial Planner, you need strong analytical skills, financial knowledge, and relevant certifications such as CFP or equivalent. Familiarity with financial planning software, virtual meeting tools, and secure document management systems is typically required. Excellent communication, self-motivation, and client relationship management are essential soft skills in this remote setting. These abilities ensure accurate financial advice, client trust, and effective service delivery despite working from a distance.

How do part time remote financial planners typically coordinate with clients and team members to ensure effective communication and service delivery?

Part-time remote financial planners often use a combination of video conferencing, secure messaging platforms, and cloud-based financial planning tools to communicate with clients and collaborate with colleagues. Regularly scheduled virtual meetings help maintain client relationships and keep team members aligned on client goals and regulatory requirements. Effective time management and clear communication are essential, as planners must balance multiple client portfolios and stay responsive despite having limited in-office presence. Many organizations provide structured workflows and digital resources to support seamless remote collaboration and consistent service quality.

What is the difference between Part Time Remote Financial Planning vs Part Time Remote Financial Advisor?

AspectPart Time Remote Financial PlanningPart Time Remote Financial Advisor
CredentialsCFP, ChFC, or similar certifications often preferredCFP, ChFC, or similar certifications often required
Work EnvironmentRemote, client-facing, often involves planning softwareRemote, client-facing, includes investment and portfolio advice
Industry UsageUsed by firms providing comprehensive financial plansUsed by firms offering investment and wealth management services
Common Search IntentSeeking planning-focused roles with flexible hoursLooking for client advisory roles with investment focus

Part Time Remote Financial Planning and Part Time Remote Financial Advisor roles share similar credentials and remote work environments. However, financial planning emphasizes creating comprehensive financial strategies, while financial advising often involves investment management and portfolio advice. Both roles cater to flexible, remote work settings and are sought by professionals aiming for client-focused financial services.

More about Part Time Remote Financial Planning jobs

What cities are hiring for Part Time Remote Financial Planning jobs?

Cities with the most Part Time Remote Financial Planning job openings:

What are the most commonly searched types of Remote Financial Planning jobs?

The most popular types of Remote Financial Planning jobs are:

What states have the most Part Time Remote Financial Planning jobs?

States with the most job openings for Part Time Remote Financial Planning jobs include:

What job categories do people searching Part Time Remote Financial Planning jobs look for?

The top searched job categories for Part Time Remote Financial Planning jobs are:

Part Time Remote Financial Planning jobs near you
Infographic showing various Part Time Remote Financial Planning job openings in the United States as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.

Remote Financial Aid Advisor - Part-Time

Manhattan School of Computer Technology

New York, NY • Remote

$23/hr

Part-time

Posted 5 days ago

Job description

  • POSITION SUMMARY

    • We are seeking a knowledgeable, organized, and student-focused Remote Financial Aid Advisor to join our team on a part-time basis. The Financial Aid Advisor will assist students and prospective students with navigating the financial aid process and provide guidance regarding federal, state, and institutional financial aid programs.

    This position requires excellent communication skills, strong attention to detail, and the ability to work independently in a remote environment while providing timely and professional support to students.

  • ESSENTIAL DUTIES AND RESPONIBILITIES
  • Counsel students and prospective students regarding financial aid eligibility, application requirements, available funding options, and responsibilities.
  • Assist students with completing the FAFSA and understanding financial aid requirements.
  • Review financial aid applications and supporting documentation for accuracy and completeness.
  • Identify missing or conflicting documentation and communicate outstanding requirements to students.
  • Assist with verification, eligibility reviews, and resolution of financial aid file discrepancies.
  • Explain grants, scholarships, federal student loans, state aid, and other available funding options.
  • Monitor student financial aid files and conduct timely followup to obtain required documentation.
  • Maintain accurate and confidential student records in accordance with institutional policies and applicable regulations.
  • Communicate professionally with students by phone, email, video conference, and other approved remote communication methods.
  • Coordinate with Admissions, Student Accounts, Registrar, and other departments to resolve student financial aid matters.
  • Stay current with applicable federal and state financial aid regulations, policies, and procedures.
  • Assist with financial aid reporting, reconciliation, audits, and compliance activities as needed.
  • Meet established deadlines and productivity expectations while working remotely.
  • Perform other financial aid and student services duties as assigned.
  • QUALIFICATIONS
  • High school diploma or equivalent required; associate or bachelor’s degree preferred.
  • Previous financial aid experience in a college, university, career school, or other postsecondary institution strongly preferred.
  • Knowledge of FAFSA and federal student aid programs.
  • Familiarity with Title IV financial aid regulations and verification procedures preferred.
  • Strong attention to detail and ability to maintain accurate student records.
  • Excellent written and verbal communication skills.
  • Strong organizational and timemanagement skills.
  • Ability to prioritize responsibilities and meet deadlines with limited supervision.
  • Ability to maintain confidentiality when handling sensitive student and financial information.
  • Proficiency with Microsoft Office and the ability to learn financial aid and student information systems.
  • Reliable internet connection and an appropriate workspace for performing duties remotely.
  • PREFERRED EXPERIENCE
  • Experience with the New York State Tuition Assistance Program (TAP) is a plus.
  • Experience processing federal and state financial aid.
  • Experience with financial aid management and student information systems.
  • Experience working directly with students in a financial aid or student services environment.
  • Previous experience working successfully in a remote environment is preferred.
  • SCHEDULE & COMPENSATION
  • PartTime: 25 hours per week
  • Remote Position
  • Pay Rate: $23.00 per hour

    • The Remote Financial Aid Advisor will play an important role in ensuring students receive accurate, timely, and supportive financial aid assistance while helping maintain compliance with institutional, state, and federal requirements.

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