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Part Time Wealth Management Jobs (NOW HIRING)

Intern Paid - Part Time

Chicago, IL · On-site

$15.50 - $21/hr

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

New

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

New

Intern Paid - Part Time

Chicago, IL · On-site

$15.50 - $21/hr

Salary: 20 Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will ...

New

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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 Jul 22, 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.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Most advisors earn less, with top earners representing a minority in the industry.

Can you do wealth management part-time?

Part-time wealth management roles are available and typically involve flexible schedules, but they often require relevant certifications such as the CFP or CFA and strong client management skills. Many firms offer part-time positions to accommodate professionals seeking reduced hours or additional income. The availability depends on the employer and the specific responsibilities of the role.

Is 50,000 enough to work with a financial advisor?

For a part-time wealth management role, a $50,000 budget can be sufficient to start investing or managing assets, especially if the role involves advising clients with smaller portfolios or focusing on financial planning. However, the amount needed varies based on investment goals, fees, and the complexity of services provided, and some financial advisors require higher minimum investments for certain accounts or services.

Is 200,000 enough to work with a financial advisor?

For a wealth management professional, having $200,000 can be sufficient to start investing or managing client portfolios, depending on the services offered and client needs. Financial advisors often work with clients who have varying asset levels, and the ability to serve clients depends more on skills, certifications, and experience than on personal assets. The role typically involves providing financial planning, investment advice, and portfolio management regardless of personal wealth level.

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 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:
What job categories do people searching Part Time Wealth Management jobs look for? The top searched job categories for Part Time Wealth Management jobs are:
Infographic showing various Part Time Wealth Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.
Human Capital Management, Private Wealth Management Recruiter, Vice President, New York

Human Capital Management, Private Wealth Management Recruiter, Vice President, New York

Goldman Sachs, Inc.

New York, NY • On-site

Full-time, Part-time

Re-posted 16 days ago


Job description


ROLE OVERVIEW
The successful candidate will join the Private Wealth Management Experienced Hire Recruiting Team focused on the end-to-end talent acquisition strategy for US-based private wealth advisors (PWAs). This is a high-visibility role requiring a sophisticated understanding of the wealth management landscape, exceptional relationship management skills, and the ability to operate with a high level of integrity in a fast-paced, deadline-driven environment.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Partner closely with key stakeholders including Regional Heads and PWM Leadership to understand local market needs, define the profile of a successful PWA and contribute to the development of recruitment strategies and solutions.
  • Execute end-to-end recruitment processes in managing activities from initial role opening and "cold" outreach to complex offer negotiation and candidate onboarding.
  • Develop and execute a multi-channel sourcing strategy to identify top-performing advisors at competitor firms (wirehouses, boutiques, and independent RIAs) and build relationships with prospective candidates for current and future roles within private wealth.
  • Maintain a deep understanding of the competitive landscape, including payout structures, platform capabilities, and advisor movement trends across the US.
  • Actively participate in stakeholder working groups and strategy sessions to help drive and optimize recruitment strategies.
  • Enhance the candidate experience through timely, transparent, and positive interactions at every stage of the recruitment process.

SKILLS & EXPERIENCE REQUIRED
  • Minimum 7 years of relevant work experience within a recruitment agency focused on private wealth management roles, or a relevant internal talent acquisition function, or direct experience within private wealth management.
  • Partnering with clients and colleagues: solid communication and relationship management skills; client-facing and credible; strong negotiation skills; ability to develop internal and external relationships; ability to manage diverse stakeholders and to build networks quickly.
  • Strong team player: ability to work effectively within and across teams is a must.
  • Results-oriented: ability to thrive in a deadline-driven and fast-paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered to clients.
  • Strong project management skills: ability to handle multiple priorities and project plan on a regular basis.
  • Analytical skills: strong attention to detail, forward-thinking, ability to review data analytics and identify emerging trends in global markets.
  • Commercial awareness: broad knowledge of the financial services industry.

ABOUT GOLDMAN SACHS
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. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
The expected base salary for this New York, New York, United States-based position is $100,000-$250,000. 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.

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