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Part Time Wealth Management Jobs (NOW HIRING)

HORAN Wealth

Marketing Manager

Cincinnati, OH · On-site

Marketing Full or Part Time: Full Time FLSA Status: Exempt Position Summary: The Marketing Manager at HORAN Wealth is responsible for the strategic planning, coordination, execution, and evaluation ...

W3Global Inc.

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 ...

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Part Time Wealth Management information

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$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:
Part Time Wealth Management jobs near you
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.
Asset & Wealth Management, External Investing Group (XIG) Private Equity Investment Team (Petershill

Asset & Wealth Management, External Investing Group (XIG) Private Equity Investment Team (Petershill

Goldman Sachs, Inc.

New York, NY • On-site

Full-time, Part-time

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

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

40th of 150 rated banks

Job description


Goldman Sachs Asset & Wealth Management
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
Petershill Strategies Overview
Established in 2007, Petershill is a leading GP stake investor, specializing in acquiring non-controlling equity interests in the management companies (General Partners or GPs) of alternative asset managers. Through these strategic, non-control investments, Petershill partners with leading alternative asset managers to accelerate their strategic development. By providing strategic capital, Petershill supports the creation of long-term value, enabling GPs to enhance employee retention, facilitate business development, buy out legacy equity holders, and create broader strategic options, all while preserving the autonomy and entrepreneurial spirit of these organizations. To date, Petershill has partnered with over fifty alternative asset management firms and has raised over $17.0bn of commitments in private fund commitments.
Responsibilities
  • Conduct due diligence and evaluate GP stakes and preferred equity transactions, with a specific focus on fundamental valuation across a broad range of strategy and sector focused GPs
  • Develop materials and present investment opportunities to the Investment Committee through written and oral presentations, and conduct required follow-up analysis
  • Coordinate the execution of investments across all deal types, including working closely with internal (e.g., internal counsel, compliance, risk and liquidity management) and external parties (e.g., private market GPs, external counsel)
  • Assist in cultivating relationships with leading alternative asset managers for GP stakes and related capital solutions; contribute to thematic sourcing initiatives to support a robust pipeline
  • Monitor the performance and risk profile of existing portfolio investments

Qualifications
  • Minimum of 3 years of experience in Investment Banking/Corporate Finance/M&A/Leverage Finance/GP stakes/Private Equity/Other Private or Public Markets Investing
  • Sound investment judgment and outstanding numerical, modeling, analytical and valuation skills for the purpose of assessing investment opportunities
  • Strong presentation, communication, and negotiation skills enabling the candidate to make robust recommendations to the Investment Committee and interact effectively with third parties
  • Excellent time, people, and project management skills
  • Ability to work effectively as part of a team

Salary Range
The expected base salary for this New York, New York, United States-based position is $100000-$170000. 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.

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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

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