2

Part Time Wealth Management Jobs (NOW HIRING)

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

... Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning ...

next page

Showing results 1-20

Part Time Wealth Management information

See salary details

$75K

$97.7K

$117K

How much do part time wealth management jobs pay per year?

As of Jun 7, 2026, the average yearly pay for part time wealth management in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What are the typical responsibilities and team dynamics for a part-time wealth management role?

In a part-time wealth management position, you can expect to assist with client portfolio reviews, prepare financial reports, and support senior advisors with client communications. You’ll often collaborate closely with other advisors, analysts, and administrative staff to ensure clients’ needs are met efficiently. While your hours may be limited, strong communication and organizational skills are vital, as you’ll be responsible for managing multiple tasks and ensuring accuracy in financial documentation. The fast-paced environment offers valuable exposure to financial planning and can serve as a stepping stone for full-time advancement within the firm.

What are the key skills and qualifications needed to thrive as a Part-Time Wealth Management Professional, and why are they important?

To excel in part-time wealth management, you need a solid understanding of financial planning, investment strategies, and relevant regulations, often supported by a finance degree or professional certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is typically required. Exceptional interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly help build client trust and loyalty. These competencies are crucial for effectively managing client assets, ensuring compliance, and fostering long-term relationships in a competitive industry.

What is part-time wealth management?

Part-time wealth management refers to working in the financial advisory and planning sector on a part-time basis, rather than full-time. Professionals in this role help clients manage their assets, plan for retirement, and achieve financial goals, but may work reduced hours or fewer days per week. This arrangement can suit individuals seeking work-life balance or those transitioning into or out of full-time roles. Key responsibilities may include portfolio reviews, investment advice, and client meetings, all tailored to fit a part-time schedule.

What jobs make $3,000 a month without a degree?

Part-time wealth management roles typically require financial knowledge and certifications but may not always need a degree. Other jobs that can pay around $3,000 monthly without a degree include sales positions, administrative roles, delivery drivers, and certain skilled trades like plumbing or electrical work, especially with experience. Success in these roles often depends on skills, experience, and certifications rather than formal education.

What is the difference between Part Time Wealth Management vs Part Time Financial Advisor?

AspectPart Time Wealth ManagementPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or Series 7/66
Work EnvironmentFinancial firms, banks, or independentFinancial firms, banks, or independent
Industry UsageCommon in wealth management firms and private banksUsed across financial planning and advisory firms
Search IntentSeeking part-time roles in wealth managementLooking for part-time financial advisory positions

Part Time Wealth Management and Part Time Financial Advisor roles often overlap in credentials and work environment. Both involve providing financial guidance, typically require similar certifications, and are found in similar settings. The main difference lies in the focus: wealth management emphasizes managing high-net-worth clients' assets, while financial advising covers broader financial planning services. Understanding these distinctions helps job seekers target the right roles in the financial industry.

More about Part Time Wealth Management jobs
What cities are hiring for Part Time Wealth Management jobs? Cities with the most Part Time Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Part Time Wealth Management jobs? States with the most job openings for Part Time Wealth Management jobs include:
Asset & Wealth Management, Private Family Office Bill Pay and Payroll Analyst - Albany

Asset & Wealth Management, Private Family Office Bill Pay and Payroll Analyst - Albany

Goldman Sachs, Inc.

Albany, NY • On-site

Full-time, Part-time

Posted 22 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

29th of 141 rated banks


Job description

Job Description
YOUR IMPACT
The Bill Pay team within the Private Family Office provides accounting services for Family Office clients, including managing accounts payable, accounts receivable, general ledger maintenance as well as account reconciliation and reporting. Additional responsibilities such as ad-hoc reporting and special projects are assumed with increase in client complexity. Daily interaction with high net worth clients and/or financial advisors is required.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Private Family Office
The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management.
We seek a highly accomplished and strategic professional with a proven record in ultra-high net worth wealth management.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Support the Bill Pay team operationally, working closely with management and staff on all core support tasks
  • Full responsibility for operational tasks, including open and scanning mail and check custody
  • Manage multiple stages of the payment process, such as scanning invoices into accounting software, printing and reviewing check payments, and coordinating outgoing mailings
  • Complete payroll audit control processes and download and distribute payroll reports to advisor teams
  • Serve as a key liaison to facilitate communication between clients, advisor teams, and the Bill Pay team
  • Complete data entry tasks associated with client record keeping and reporting requirements
  • Liaise with advisor teams to coordinate 1099 preparation and mailings
  • Completion of special projects at the direction of Management

SKILLS AND EXPERIENCE WE ARE LOOKING FOR
  • Associate's degree required
  • Experience in Excel preferred
  • Knowledge of General Ledger accounting, A/P, A/R and/or Payroll a plus
  • Small business experience with 1099 and sales/use tax experience a plus
  • Strong verbal and written communication skills
  • Strong organizational skills with excellent attention to detail
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this Albany, New York, United States-based position is $55000-$75000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

What Goldman Sachs employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869