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Part Time Wealth Management Jobs (NOW HIRING)

CBI Bank & Trust

Trust Officer

Bettendorf, IA · On-site

$85K - $115K/yr

Business Development & Relationship Management * Leverage trust, wealth, and regional market ... Full-time and part-time associates are offered a comprehensive benefit package including medical ...

HORAN Wealth

Marketing Manager

Cincinnati, OH

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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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.

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What cities are hiring for Part Time Wealth Management jobs? Cities with the most Part Time Wealth Management job openings:
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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
Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global Hi...

Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global Hi...

Goldman Sachs, Inc.

New York, NY • On-site

Full-time, Part-time

Posted 25 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
Asset & Wealth Management Overview
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.
Fixed Income & Liquidity Solutions Overview
Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders.
Role Overview
The Global High Yield Credit / Research Analyst role is an integral part of the High Yield & Bank Loan investing team. The Analyst will be responsible for analyzing companies that operate across a range of sectors/sub-sectors. Duties include performing sector and company due diligence, modeling/forecasting company financials, and preparing/presenting high yield bond and leveraged loan recommendations. Ongoing maintenance research entails monitoring and reporting on an assigned coverage list, assessing risk/return and relative value, and identifying/presenting new investment opportunities across a broad range of credit strategies. A successful candidate must demonstrate a commitment to a team-oriented culture and possess a natural inquisitiveness and enthusiasm for investment research. Strong financial modeling, advanced written/verbal communication skills, and an ability to apply a critical thinking mindset, are key attributes needed to be successful.
Responsibilities:
  • Establishing analytical frameworks to review sectors/industries
  • Analyzing high yield and leveraged loan issuers across a range of sector/industries, via financial modeling, accounting review, interaction with management teams and sell-side analysts, and the assessment of company/management communications and third-party research
  • Assessing the relative value of high yield bond and leveraged loan investment opportunities through the analysis and interpretation of sector trends, market drivers, regulatory risks, issuer strengths/weaknesses, capital structure considerations, financial projections, comparative company analysis, and legal/covenant structure considerations
  • Recommending investments across a range of portfolios (e.g. differing risk appetites, restrictions on currencies/countries, ESG mandates, etc.) and updating/defending recommendations with Investment Committee team members across the globe through both oral and written research communications
  • Performing ongoing due diligence, self-monitoring of portfolio positions and key credits, and pushing periodic updates in a timely fashion

Qualifications:
  • 5 plus years' experience in research, investment management, or investment banking
    • Must have Research / Credit Analyst experience
  • Demonstrable interest in, and commitment to, investment research
  • Sound accounting background, strong financial modeling skills, and knowledge of capital structure
  • Strong social and communication skills (oral and written) and willingness to work in a team environment
  • Advanced qualifications - not required but a strong plus:
    • Prior High Yield and/or Leveraged Loan investing experience
    • Advanced credit analytical skills - including detailed covenant analysis
    • Stressed/distressed credit investing and workout experience
    • MBA and/or CFA study (at any level)

Salary Range
The expected base salary for this New York, New York, United States-based position is $125000-$290000. 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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