Financial Planning Associate
Bloomington, IN · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Bloomington, IN · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Bloomington, IN · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$50K - $70K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
$50K - $70K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
$55K - $65K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
$55K - $65K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
... planning concepts. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
... planning concepts. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
... supporting long-term planning initiatives in a professional and ethical manner. Key ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
... supporting long-term planning initiatives in a professional and ethical manner. Key ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
... planning strategies. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
... planning strategies. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $55K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $50K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Indianapolis, IN · Remote
$30K - $50K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Greenwood, IN · On-site
$17 - $23/hr
... planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position is part-time ...
Greenwood, IN · On-site
$17 - $23/hr
... planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position is part-time ...
Greenwood, IN · On-site
$17 - $23/hr
... planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position is part-time ...
Greenwood, IN · On-site
$17 - $23/hr
... planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position is part-time ...
$40K - $49K/yr
The Part-Time Academic Gap Advisor provides short-term, developmental academic advising to new and ... financial aid, and career planning. Maintain compliance with FERPA and uphold ethical standards of ...
$40K - $49K/yr
The Part-Time Academic Gap Advisor provides short-term, developmental academic advising to new and ... financial aid, and career planning. Maintain compliance with FERPA and uphold ethical standards of ...
Lafayette, IN · On-site
$40K - $49K/yr
• The Part-Time Academic Gap Advisor provides short-term, developmental academic advising to new ... counseling, financial aid, and career planning. • Maintain compliance with FERPA and uphold ...
Lafayette, IN · On-site
$40K - $49K/yr
• The Part-Time Academic Gap Advisor provides short-term, developmental academic advising to new ... counseling, financial aid, and career planning. • Maintain compliance with FERPA and uphold ...
$18.25 - $24.25/hr
These positions are part-time, temporary positions filled each semester on an as-needed basis ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
$18.25 - $24.25/hr
These positions are part-time, temporary positions filled each semester on an as-needed basis ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Lafayette, IN · On-site
$18.25 - $24.25/hr
These positions are part-time, temporary positions filled each semester on an as-needed basis ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Lafayette, IN · On-site
$18.25 - $24.25/hr
These positions are part-time, temporary positions filled each semester on an as-needed basis ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Evansville, IN · On-site
$15/hr
Ivy Tech Evansville seeks a Part-time Lab Technician to support the Life Sciences department. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Evansville, IN · On-site
$15/hr
Ivy Tech Evansville seeks a Part-time Lab Technician to support the Life Sciences department. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Ivy Tech Evansville seeks a Part-time Lab Technician to support the Life Sciences department. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Ivy Tech Evansville seeks a Part-time Lab Technician to support the Life Sciences department. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
This position is a part-time, temporary position filled each semester on an as-needed basis. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
This position is a part-time, temporary position filled each semester on an as-needed basis. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
This position is a part-time, temporary position filled each semester on an as-needed basis. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
This position is a part-time, temporary position filled each semester on an as-needed basis. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Valparaiso, IN · On-site
$15/hr
... our part-time employees. These benefits include: Health & Wellness * Access to a comprehensive ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
Valparaiso, IN · On-site
$15/hr
... our part-time employees. These benefits include: Health & Wellness * Access to a comprehensive ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
... our part-time employees. These benefits include: Health & Wellness * Access to a comprehensive ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
... our part-time employees. These benefits include: Health & Wellness * Access to a comprehensive ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...
| Aspect | Parttime Financial Planner | Parttime Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC, or similar | CFP, ChFC, or similar |
| Work Environment | Independent or firm-based, client meetings, planning sessions | Client consultations, portfolio management, financial advice |
| Industry Usage | Used interchangeably with Financial Advisor in some contexts | Commonly 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.
$45K - $65K/yr
Part-time
Retirement
Posted 19 days ago
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.
Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.
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