Entry-Level Financial Planning Professional (Remote) - Columbia
Columbia, MD · On-site +1
Retirement
Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your ... PART_TIME
Entry-Level Financial Planning Professional (Remote) - Columbia
Columbia, MD · On-site +1
Retirement
Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your ... PART_TIME
Entry-Level Financial Planning Professional (Remote) - Columbia
Columbia, MD · Remote
Retirement
Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your ... obtain part-time income during these turbulent times, a flexible schedule is available.
Quick apply
Entry-Level Financial Planning Professional (Remote) - Columbia
Columbia, MD · Remote
Retirement
Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your ... obtain part-time income during these turbulent times, a flexible schedule is available.
Financial Education Specialist
Annapolis, MD · On-site +1
$40K - $75K/yr
... planning concepts. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Financial Education Specialist
Annapolis, MD · On-site +1
$40K - $75K/yr
... planning concepts. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Controller, Accounting Operations & FP&A (Remote)
Washington, DC · Remote
$140K - $175K/yr
Move acquired-business accounting away from informal or part-time support toward a scalable ... FP&A exposure, this is a high-impact opportunity inside a scaling sponsor-backed business. Apply ...
Quick apply
Controller, Accounting Operations & FP&A (Remote)
Washington, DC · Remote
$140K - $175K/yr
Move acquired-business accounting away from informal or part-time support toward a scalable ... FP&A exposure, this is a high-impact opportunity inside a scaling sponsor-backed business. Apply ...
... part-time income stream. * Leadership Track: We prioritize internal promotion. This role is ... Learn to conduct financial discovery sessions with individuals and business owners to understand ...
Quick apply
... part-time income stream. * Leadership Track: We prioritize internal promotion. This role is ... Learn to conduct financial discovery sessions with individuals and business owners to understand ...
Financial Programs Specialist
Annapolis, MD · On-site +1
$40K - $75K/yr
... supporting long-term planning initiatives in a professional and ethical manner. Key ... Employment Type: PART_TIME
Financial Programs Specialist
Annapolis, MD · On-site +1
$40K - $75K/yr
... supporting long-term planning initiatives in a professional and ethical manner. Key ... Employment Type: PART_TIME
Financial Development Specialist - Maryland
Annapolis, MD · Remote
$40K - $75K/yr
... planning strategies. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Financial Development Specialist - Maryland
Annapolis, MD · Remote
$40K - $75K/yr
... planning strategies. In this position, you will guide individuals through foundational financial ... Employment Type: PART_TIME
Event Planner
Washington, DC · On-site
Medical
Retirement
PTO
This is a part-time remote position with in-person participation in events in the Washington D.C ... We offer outstanding benefits including health, financial, and retirement benefits, as well as paid ...
Event Planner
Washington, DC · On-site
Medical
Retirement
PTO
This is a part-time remote position with in-person participation in events in the Washington D.C ... We offer outstanding benefits including health, financial, and retirement benefits, as well as paid ...
Be Seen First
Remote Financial Retirement Planning Professional
Washington, DC · Remote
$1.0K - $250K/yr
Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... Your availability and interest in either a part-time or full-time schedule Applications without a ...
New
Quick apply
Be Seen First
Remote Financial Retirement Planning Professional
Washington, DC · Remote
$1.0K - $250K/yr
Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... Your availability and interest in either a part-time or full-time schedule Applications without a ...
New
Program Financial Analyst
Washington, DC · On-site +1
$69K - $158K/yr
Medical
Life
Retirement
PTO
As a product support analyst, you'll play an integral role in the strategic planning and execution ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Program Financial Analyst
Washington, DC · On-site +1
$69K - $158K/yr
Medical
Life
Retirement
PTO
As a product support analyst, you'll play an integral role in the strategic planning and execution ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Program Financial Analyst
Washington, DC · On-site +1
$69K - $158K/yr
Medical
Life
Retirement
PTO
As a product support analyst, you'll play an integral role in the strategic planning and execution ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Program Financial Analyst
Washington, DC · On-site +1
$69K - $158K/yr
Medical
Life
Retirement
PTO
As a product support analyst, you'll play an integral role in the strategic planning and execution ... Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible ...
Financial Services Specialist - Maryland
Annapolis, MD · On-site +1
$40K - $75K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Financial Services Specialist - Maryland
Annapolis, MD · On-site +1
$40K - $75K/yr
Explain financial concepts related to protection, accumulation, and long-term planning * Support ... Employment Type: PART_TIME
Event Planner
Washington, DC · On-site
Medical
Retirement
PTO
This is a part-time remote position with in-person participation in events in the Washington D.C ... We offer outstanding benefits including health, financial, and retirement benefits, as well as paid ...
Quick apply
Event Planner
Washington, DC · On-site
Medical
Retirement
PTO
This is a part-time remote position with in-person participation in events in the Washington D.C ... We offer outstanding benefits including health, financial, and retirement benefits, as well as paid ...
Event Planner
Washington, DC · On-site
Medical
Retirement
PTO
This is a part-time remote position with in-person participation in events in the Washington D.C ... We offer outstanding benefits including health, financial, and retirement benefits, as well as paid ...
Event Planner
Washington, DC · On-site
Medical
Retirement
PTO
This is a part-time remote position with in-person participation in events in the Washington D.C ... We offer outstanding benefits including health, financial, and retirement benefits, as well as paid ...
Strengthen budgeting, forecasting, financial planning, and scenario modeling. * Modernize Board ... Availability Employment Type: PART_TIME
Strengthen budgeting, forecasting, financial planning, and scenario modeling. * Modernize Board ... Availability Employment Type: PART_TIME
Master Planner
$126K/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 ...
Master Planner
$126K/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 ...
Master Planner
Arlington, VA · On-site +1
$55K - $126K/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 ...
Master Planner
Arlington, VA · On-site +1
$55K - $126K/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 ...
At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury ... Employment Type: PART_TIME
At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury ... Employment Type: PART_TIME
Intelligence Planner
Fort George G Meade, MD · On-site +1
$77K - $176K/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 ...
Intelligence Planner
Fort George G Meade, MD · On-site +1
$77K - $176K/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 ...
Intelligence Planner
$176K/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 ...
Intelligence Planner
$176K/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 ...
Parttime Financial Planner information
What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?
| 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.
What are popular job titles related to Parttime Financial Planner jobs in Washington?
For Parttime Financial Planner jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Washington look for?
The top searched job categories for Parttime Financial Planner jobs in Washington are:
What cities in Washington are hiring for Parttime Financial Planner jobs?
Cities in Washington with the most Parttime Financial Planner job openings:
Entry-Level Financial Planning Professional (Remote) - Columbia
Columbia, MD • On-site, Remote
Part-time
Retirement
Re-posted 3 days ago
Job description
Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances, while providing 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, but a Life License experience is welcomed. 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 - 21 days
Employment Type: PART_TIME