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Parttime Financial Planner Jobs in Ohio (NOW HIRING)

Rainmaker Resources, LLC

CFO

Cincinnati, OH · Hybrid

NonProfit Fractional Chief Financial Officer (CFO) Part-time | Hybrid Opportunity | Cincinnati ... Lead long-term financial planning, growth, and sustainability strategies. * Support strategic ...

Allworth Financial

Tax Manager

Cincinnati, OH · On-site

$100K - $150K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position ... With a focus on personalized financial planning and investment strategies, we strive to empower our ...

CFS

Part-Time AP Specialist

Westerville, OH · Remote

$45 - $48K/hr

Work with the Finance Director on high-value approvals PREFERRED QUALIFICATIONS OF THE ACCOUNTS ... Experience with QuickBooks Online required * Tech-savvy with ERP or accounting software experience

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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 Ohio? For Parttime Financial Planner jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Ohio look for? The top searched job categories for Parttime Financial Planner jobs in Ohio are:
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Parttime Financial Planner jobs near you

Entry-Level Financial Growth & Investment Planner (Remote) - Cincinnati

Traction Forge Financial

Cincinnati, OH

$72K - $97K/yr

Part-time

Retirement

Re-posted 13 days ago

Job description

Here at Traction Forge Financial, an affiliate of GFI, we strive to put families first by putting every family in the forefront of our decision made. 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.

There is no experience needed for this position. 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

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