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RISE Wealth Management & Planning

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Administrative Assistant

Salt Lake City, UT · On-site

$17K - $30K/yr

ADMINISTRATIVE ASSISTANT RISE Wealth Management & Planning is in Murray, UT and is looking for an ... Strong sense of urgency and responsibility Position Details · Part Time Position (up to 20-hours ...

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RISE Wealth Management & Planning

Be Seen First

Administrative Assistant

Salt Lake City, UT · On-site

$17K - $30K/yr

ADMINISTRATIVE ASSISTANT RISE Wealth Management & Planning is in Murray, UT and is looking for an ... Strong sense of urgency and responsibility Position Details · Part Time Position (up to 20-hours ...

New

Apply Early

RISE Wealth Management & Planning

Be Seen First

Administrative Assistant

Salt Lake City, UT · On-site

$17K - $30K/yr

ADMINISTRATIVE ASSISTANT RISE Wealth Management & Planning is in Murray, UT and is looking for an ... Strong sense of urgency and responsibility Position Details · Part Time Position (up to 20-hours ...

New

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 ...

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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 1, 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 June 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Wealth Management Advisor - St. Louis

Traction Forge Financial

Saint Louis, MO

Part-time

Posted 28 days ago

Job description

Traction Forge Financial, leveraging the strength of GFI, is expanding throughout Missouri and seeking motivated individuals who are passionate about helping others while building a rewarding career in financial services.

Our mission is centered around educating individuals, families, and business owners on financial strategies that can help create long-term stability and growth. We believe financial education should be accessible to everyone, regardless of background or experience, and we are committed to serving communities across Missouri with professionalism, integrity, and personalized support.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their options and create strategies aligned with their financial goals.

This opportunity is ideal for individuals who are hardworking, coachable, people-oriented, and eager to grow personally and professionally. Strong communication and customer service skills are highly valued, and no prior experience in the financial industry is required.

Through our comprehensive training and mentorship program, you will learn how to:

Conduct professional financial consultations
Build personalized financial game plans
Educate clients on retirement planning, investments, wealth accumulation, college planning, and insurance strategies
Develop long-term client relationships
Strengthen leadership, communication, and business development skills

Whether you are looking to begin a new full-time career, create additional part-time income, or develop valuable entrepreneurial and leadership experience, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for advancement.

If you are looking for an opportunity to grow, make a meaningful impact in your local community, and build a future with long-term potential, we encourage you to explore a career with Traction Forge Financial in Missouri.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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