ZipRecruiter

Log In

2

Parttime Financial Planner Jobs in Oklahoma (NOW HIRING)

Booz Allen Hamilton, Inc.

$86K - $198K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...

SuperSummary

Part-Time Controller

Tulsa, OK · Remote

  • PTO

This is a part-time role of approximately 10-20 hours a week. What You'll DoControllership ... Build and document internal controls appropriate for our size and stage Financial Planning ...

LeafHome

Event Marketer

Tulsa, OK

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

next page

Showing results 1-20

All JobsParttime Financial Planner JobsParttime Financial Planner Jobs in Oklahoma

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 Oklahoma?

For Parttime Financial Planner jobs in Oklahoma, the most frequently searched job titles are:

What job categories do people searching Parttime Financial Planner jobs in Oklahoma look for?

The top searched job categories for Parttime Financial Planner jobs in Oklahoma are:

What cities in Oklahoma are hiring for Parttime Financial Planner jobs?

Cities in Oklahoma with the most Parttime Financial Planner job openings:

Parttime Financial Planner jobs near you

Financial Planning Coach I AS7346

Oklahoma State University

Stillwater, OK

Full-time, Part-time

Posted 2 days ago

New

Oklahoma State University rating

7.4

Company rating: 7.4 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

337th of 618 rated colleges and universities

Job description

Financial Planning Coach I AS7346

Apply now Job no: 494790
Work type: Staff Full-time
Location: Stillwater
Categories: Academic Services/Student Support

Campus

OSU-Stillwater

Contact Name & Email

Susan Dale, susan.dale@okstate.edu

Work Schedule

Monday through Friday, 8:00am-5:00pm

Appointment Length

Regular Continuous/Until Further Notice

Hiring Range

$19.23 - $20.67

Special Instructions to Applicants

For full consideration, please include a resume, cover letter and contact information for three professional references.

About this Position

Financial Planning Coaches provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. These specialists understand student financial struggles, the campus resources for addressing them, and the collaborative efforts required to work as a campus wide team to help students succeed. They understand the student need/financial burden and leverage financial resources and opportunities in Enrollment Management and across campus.

Financial Planning Coaches work directly with other Scholarships and Financial Aid staff to address immediate monetary needs of students via intervention activities, education, and financial counseling. Counsel students and families regarding missed opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc. Must use professional judgment in determining student circumstances that warrant intervention and assistance. Support OSU's recruitment and retention mission through presentation of information and student communications. Seek out students at risk for attrition by electronic, text, written, verbal, and in person means and follow up with all contacts to encourage students to engage in successful college behaviors. Facilitate student outreach with current/new strategies through FPC and campus offices, academic colleges, and campus student support offices.

Required Qualifications

Financial Planning Coach I: 

  • Bachelor's Degree (degree must be conferred on or before agreed upon start date)
  • Zero - two years' experience in comparable position
  • Customer service experience preferred

Additional post-secondary education beyond requirements may substitute for years of required experience.

Skills, Proficiencies, and/or Knowledge:

Proficient in Microsoft Office and database applications. Skilled with Microsoft Excel and using data. Strong interpersonal, communication, and problem-solving skills. Knowledge of financial aid structure at campus, state, and federal levels. A passion for customer service and assisting students.

Experience serving/working with students/families with financial issues. Ability to work in a dynamic and measured environment that focuses on student success and retention. Requires an excellent customer service attitude and ability to participate in a team setting. Maintain confidentiality and sensitivity in handling student information.

A passion for student success, an ability to form creative solutions, and a positive attitude is strongly desired.

Completion of OSU Ambassador Program or comparable program required within first year after hire (pending availability of scheduled classroom coursework).

Preferred Qualifications
  • Master's
  • Three or more years of experience in student development, advising, coaching, financial aid and/or related areas.
  • Experience in OSU's student management and financial database systems, and federal databases. Experience serving/working with students/families with college transition issues.
  • Experience in student retention theories and initiative. Knowledge of financial aid structure at campus, state, and federal levels.
  • Ability to work in a dynamic and measured environment that focuses on student success and retention.
  • Customer Service experience preferred.

Skills, Proficiencies, and/or Knowledge:

Familiar with OSU computer systems and applications. Proficient in Microsoft Office, University web-based applications (Banner, Slate, etc.) and database (SAS) tools.

Strong interpersonal, communication, and problem-solving skills.

Advertised: 12 Aug 2026 Central Daylight Time
Applications close:

Back to search results Apply now Refer a friend

Whatsapp Facebook LinkedIn Email App

What Oklahoma State University employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply