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Parttime Financial Planner Jobs in Colorado (NOW HIRING)

Part Time Case Manager

Palmer Lake, CO

$19.25 - $24.75/hr

We are seeking a dedicated and experienced Part Time Case Manager to join our TEAM! Monday-Friday ... planning and continuity of care and may provide coverage for financial counseling functions as ...

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Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Colorado? For Parttime Financial Planner jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Colorado look for? The top searched job categories for Parttime Financial Planner jobs in Colorado are:
What cities in Colorado are hiring for Parttime Financial Planner jobs? Cities in Colorado with the most Parttime Financial Planner job openings:

Financial Education Specialist

All Financial Freedom

Denver, CO โ€ข Remote

Part-time

Posted 3 days ago


Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

Employment Type: PART_TIME