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Part Time Remote Financial Planning Jobs in California

Field Materials

IT Manager (Remote, Part-time)

San Francisco, CA · On-site +1

$111K - $137K/yr

... our part-time IT Manager, you will own the internal technology backbone of a fully remote, fast ... Because we sell to enterprise contractors and handle sensitive financial data, you'll also play a ...

WovenLegal.com

Paralegal - Estate Planning

La Jolla, CA · Remote

$30/hr

This is a fully remote, part-time 1099 contractor position at 40 hours per month, with an hourly ... Drafting estate planning documents (wills, trusts, powers of attorney, amendments) * Reviewing ...

YO AI Labs

AI Finance Expert - Remote

Los Angeles, CA · Remote

$100 - $200/hr

Contractor (Part-Time) Location: Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their financial expertise to an innovative project at the intersection of ...

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Part Time Remote Financial Planning information

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.

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

The most popular types of Remote Financial Planning jobs in California are:

What are popular job titles related to Part Time Remote Financial Planning jobs in California?

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

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

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

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

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

Part Time Remote Financial Planning jobs near you

IT Manager (Remote, Part-time)

Field Materials

San Francisco, CA • On-site, Remote

$111K - $137K/yr

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

About Field Materials AI
Field Materials develops AI-native material management software for construction. Our AI agents streamline material purchasing and equipment rentals, inventory management, and prefab operations. Our platform integrates with all major construction ERPs, eliminating manual data entry for purchase orders, invoices, delivery slips, and receipts; it saves 5-10% in material costs.
The company has grown 3x over the past year and is now processing $1.5B+ in construction purchasing volume. Founded by serial entrepreneurs with successful exits to Fortune 500 companies (including PayPal), the company has raised over $20M in total funding and is backed by leading Silicon Valley venture capital funds and senior executives from companies like Lowe's and Google.
Our company is the people we hire. We aspire to build a team of smart, high-caliber players that inspire each other to excel yet are not afraid to leave egos behind, roll up their sleeves, and fix what doesn't work. We don't believe in micromanagement and trust our team to take full ownership of their responsibilities. We believe in transparency as a way to build trust, break communication barriers, and align towards a common goal.
About the Role
As our part-time IT Manager, you will own the internal technology backbone of a fully remote, fast-scaling startup. You will be the go-to person for everything from laptop provisioning and SaaS administration to security and compliance, making sure our team has the tools, access, and protection they need to move fast without friction.
This is a hands-on, high-trust role with broad autonomy. You won't have a large team to delegate to - you'll be designing and running the systems yourself, then documenting and automating them so they scale. Because we sell to enterprise contractors and handle sensitive financial data, you'll also play a central role in our security posture and compliance efforts (e.g., SOC 2). If you like owning IT end to end, thrive without a playbook, and want meaningful impact in roughly 20 hours a week, this is the perfect place to be.
Responsibilities
  • Device & Endpoint Management: Procure, provision, and manage company laptops and hardware across a distributed team. Administer MDM, disk encryption, and endpoint security across macOS.
  • Onboarding & Offboarding: Build and run smooth, secure onboarding and offboarding workflows so new hires are productive on day one and departing employees are fully deprovisioned.
  • Security & Compliance: Partner with leadership to maintain and improve our security posture, support SOC 2 readiness and audits, respond to customer security questionnaires, and enforce sensible policies for a remote-first company. Collect up-to-date audit evidence and own SOC 2 IT controls.
  • SaaS Administration: Own the day-to-day administration of our core stack (Google Workspace, Slack, and other business-critical SaaS tools), including license management, configuration, and cost optimization.
  • Identity & Access Management: Manage SSO, multi-factor authentication, and least-privilege access controls. Process access provisioning requests and perform periodical access reviews.
  • Help Desk & Support: Serve as first-line IT support for the team, resolving technical and access issues quickly and clearly.
  • Vendor & Asset Management: Manage IT vendors and renewals, perform vendor security reviews, risk assessments, and keep documentation up to date.
  • Process & Automation: Document IT processes and automate repetitive tasks so that systems scale faster than headcount.
About You
  • Owner Mindset: You take full responsibility for our IT and security operations and don't wait for instructions to improve a process.
  • Effective Communicator: You can explain technical concepts simply to non-technical teammates and write clear documentation that others can follow.
  • Pragmatic Problem Solver: You enjoy "rolling up your sleeves" to make things work within a startup's real-world constraints, balancing speed, security, and cost.
  • Security-Minded: You instinctively think about access, data protection, and risk, and you keep security practical rather than bureaucratic.
  • Self-Directed: You're comfortable working independently in a part-time, remote capacity and managing your own time against clear outcomes.
Requirements
  • 4+ years of experience in IT administration, IT management, or a similar role, ideally at a startup or SaaS company.
  • Hands-on experience administering Google Workspace, Slack, MDM solutions, and SSO/identity providers (e.g., Okta, Google, or similar).
  • Experience managing fleets of macOS devices in a remote-first environment.
  • Working knowledge of security and compliance frameworks (SOC 2, SOC 1, ISO 27001, or similar) and experience supporting audits or security questionnaires.
  • Strong documentation skills and a bias toward automating repetitive work.
  • Experience scripting or working with IT automation tools is a plus.
  • Experience with compliance automation platforms (e.g., Drata, Vanta) is a plus.
Benefits & Perks
  • Competitive Compensation: Above-market hourly or part-time salary, with the potential for stock options.
  • Flexibility: Set your own schedule around roughly 20 hours per week in a fully remote environment.
  • Growth: Opportunity to shape and own the IT function of a fast-growing startup, with room to expand the role over time.
  • Perks: Company laptop and the tools you need to do great work.

Apply