Financial Education Specialist - Utah
Salt Lake City, UT ยท Remote
$33K - $62K/yr
... planning concepts. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
... planning concepts. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
... planning concepts. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
... supporting long-term planning initiatives in a professional and ethical manner. Key ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
... supporting long-term planning initiatives in a professional and ethical manner. Key ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
... planning strategies. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
... planning strategies. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Salt Lake City, UT ยท Remote
$33K - $62K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
... planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple ...
... planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple ...
Open Until Filled Part Time School Secretary Finance Position Purpose Under the direct supervision ... Assists in planning and scheduling school events and activities, and maintaining calendar of school ...
Open Until Filled Part Time School Secretary Finance Position Purpose Under the direct supervision ... Assists in planning and scheduling school events and activities, and maintaining calendar of school ...
Salt Lake City, UT ยท Remote
$30K - $60K/yr
GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...
New
Quick apply
Salt Lake City, UT ยท Remote
$30K - $60K/yr
GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...
New
Lehi, UT ยท Remote
$30K - $60K/yr
GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...
New
Quick apply
Lehi, UT ยท Remote
$30K - $60K/yr
GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...
New
Salt Lake City, UT ยท On-site
$20 - $23/hr
... senior management. * Part-time hours will be around 28 hours per week. The shift requires ... Access to an entire team of free financial planners * Matches on contributions to charitable ...
Quick apply
Salt Lake City, UT ยท On-site
$20 - $23/hr
... senior management. * Part-time hours will be around 28 hours per week. The shift requires ... Access to an entire team of free financial planners * Matches on contributions to charitable ...
Salt Lake City, UT ยท Hybrid
$20 - $23/hr
... senior management. * Part-time hours will be around 28 hours per week. The shift requires ... Access to an entire team of free financial planners * Matches on contributions to charitable ...
Salt Lake City, UT ยท Hybrid
$20 - $23/hr
... senior management. * Part-time hours will be around 28 hours per week. The shift requires ... Access to an entire team of free financial planners * Matches on contributions to charitable ...
Salt Lake City, UT ยท On-site
$20 - $23/hr
... senior management. * Part-time hours will be around 28 hours per week. The shift requires ... Access to an entire team of free financial planners * Matches on contributions to charitable ...
Salt Lake City, UT ยท On-site
$20 - $23/hr
... senior management. * Part-time hours will be around 28 hours per week. The shift requires ... Access to an entire team of free financial planners * Matches on contributions to charitable ...
Provo, UT ยท On-site
$16.10 - $21.70/hr
Money-saving discounts and financial planning tools * Career development opportunities and free college degrees through our Horizons CDA & Degree Program * Caregiving support and resources for the ...
Provo, UT ยท On-site
$16.10 - $21.70/hr
Money-saving discounts and financial planning tools * Career development opportunities and free college degrees through our Horizons CDA & Degree Program * Caregiving support and resources for the ...
$16.10 - $21.70/hr
Money-saving discounts and financial planning tools * Career development opportunities and free college degrees through our Horizons CDA & Degree Program * Caregiving support and resources for the ...
$16.10 - $21.70/hr
Money-saving discounts and financial planning tools * Career development opportunities and free college degrees through our Horizons CDA & Degree Program * Caregiving support and resources for the ...
Saint George, UT ยท On-site
... The Schedule: Part time No on-call or after-hours emergencies Our Services & Equipment: Two ... financial planning tools Family Support: Paid parental leave Discounted childcare through ...
Saint George, UT ยท On-site
... The Schedule: Part time No on-call or after-hours emergencies Our Services & Equipment: Two ... financial planning tools Family Support: Paid parental leave Discounted childcare through ...
Lehi, UT ยท On-site
$80K - $90K/yr
Exempt full-time, Non-Exempt part-time Staff Therapist Role Overview Education & Experience ... Proven financial planning and management skills * Knowledge of legal, medical, and accreditation ...
Lehi, UT ยท On-site
$80K - $90K/yr
Exempt full-time, Non-Exempt part-time Staff Therapist Role Overview Education & Experience ... Proven financial planning and management skills * Knowledge of legal, medical, and accreditation ...
North Logan, UT ยท On-site
$80K - $90K/yr
Exempt full-time, Non-Exempt part-time Staff Therapist Role Overview Education & Experience ... Proven financial planning and management skills * Knowledge of legal, medical, and accreditation ...
North Logan, UT ยท On-site
$80K - $90K/yr
Exempt full-time, Non-Exempt part-time Staff Therapist Role Overview Education & Experience ... Proven financial planning and management skills * Knowledge of legal, medical, and accreditation ...
Grantsville, UT ยท On-site
Assists in planning and scheduling school events and activities, and maintaining calendar of school ... Prepare purchase orders for the purpose of submitting to the school district's accounting/finance ...
Grantsville, UT ยท On-site
Assists in planning and scheduling school events and activities, and maintaining calendar of school ... Prepare purchase orders for the purpose of submitting to the school district's accounting/finance ...
... 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 ...
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... 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 ...
$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 ...
Quick apply
$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 ...
| 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.

$33K - $62K/yr
Part-time
Re-posted 6 days ago
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
Required Qualifications
Compensation & Benefits
Career Path
Growth into education leadership, training, or management roles.
Employment Type: PART_TIME