Appleton, WI · Hybrid
$75K - $125K/yr
... Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning ...
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Appleton, WI · Hybrid
$75K - $125K/yr
... Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning ...
$18 - $23.50/hr
Neenah, WI Schedule: Part-Time (Flexible Hours) Duration: Semester and/or Summer Internship About ... financial analysis, reporting, and planning initiatives across the organization. This role is ...
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$18 - $23.50/hr
Neenah, WI Schedule: Part-Time (Flexible Hours) Duration: Semester and/or Summer Internship About ... financial analysis, reporting, and planning initiatives across the organization. This role is ...
Kaukauna, WI · On-site
$18/hr
... as part-time Event Marketers, Brand Ambassadors and Canvassing at retail locations, trade shows ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...
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Kaukauna, WI · On-site
$18/hr
... as part-time Event Marketers, Brand Ambassadors and Canvassing at retail locations, trade shows ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...
... as part-time Event Marketers, Brand Ambassadors and Canvassing at retail locations, trade shows ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...
Quick apply
... as part-time Event Marketers, Brand Ambassadors and Canvassing at retail locations, trade shows ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...
Appleton, WI · On-site
$55.75 - $67.25/hr
Emotional and financial support with free counseling through our Employee Assistance Program and ... Excellent Planning and Organizational skills * High attention to detail and accuracy is a must
Appleton, WI · On-site
$55.75 - $67.25/hr
Emotional and financial support with free counseling through our Employee Assistance Program and ... Excellent Planning and Organizational skills * High attention to detail and accuracy is a must
De Pere, WI · On-site
$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 ...
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De Pere, WI · On-site
$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 ...
$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 ...
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$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 ...
Omro, WI · On-site
$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 ...
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Omro, WI · On-site
$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 ...
$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 ...
$26.21 - $28.24/hr
... personal, financial, and other barriers impacting persistence and credential completion. Assess ... Contribute to the development of retention planning by considering relevant data and providing ...
$26.21 - $28.24/hr
... personal, financial, and other barriers impacting persistence and credential completion. Assess ... Contribute to the development of retention planning by considering relevant data and providing ...
... financial stress, as well as any other personal issues. Provides referral service and acts as ... May assist in the planning, conduct or attend funerals for employees or immediate family members ...
... financial stress, as well as any other personal issues. Provides referral service and acts as ... May assist in the planning, conduct or attend funerals for employees or immediate family members ...
... financial stress, as well as any other personal issues. Provides referral service and acts as ... the planning, conduct or attend funerals for employees or immediate family members, including ...
... financial stress, as well as any other personal issues. Provides referral service and acts as ... the planning, conduct or attend funerals for employees or immediate family members, including ...
... financial stress, as well as any other personal issues. Provides referral service and acts as ... the planning, conduct or attend funerals for employees or immediate family members, including ...
... financial stress, as well as any other personal issues. Provides referral service and acts as ... the planning, conduct or attend funerals for employees or immediate family members, including ...
Breast Center Schedule: Part time .6 | hours and days vary Life at Ascension: Where purpose meets ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Breast Center Schedule: Part time .6 | hours and days vary Life at Ascension: Where purpose meets ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Appleton, WI · On-site
$18.31/hr
Urgent Care Schedule: Part time 20 hours | Hours vary between 7am-7pm, every 3rd weekend rotation ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Appleton, WI · On-site
$18.31/hr
Urgent Care Schedule: Part time 20 hours | Hours vary between 7am-7pm, every 3rd weekend rotation ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Days 32 hours | Part time Monday-Friday 6:45 am- 4:45pm (one day off a week) Life at Ascension ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Days 32 hours | Part time Monday-Friday 6:45 am- 4:45pm (one day off a week) Life at Ascension ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Internal Medicine Schedule: Part time 20 hours per week | Monday-Friday 8am-5pm days vary. No ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Internal Medicine Schedule: Part time 20 hours per week | Monday-Friday 8am-5pm days vary. No ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
$37.86/hr
Surgical Procedure Area | SPA Schedule: Part-time 0.8 FTE days | varied start time between 5:30am ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
$37.86/hr
Surgical Procedure Area | SPA Schedule: Part-time 0.8 FTE days | varied start time between 5:30am ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Rehabilitation Schedule: Part time 20 hours | Days, weekend rotation Life at Ascension: Where ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
Rehabilitation Schedule: Part time 20 hours | Days, weekend rotation Life at Ascension: Where ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
$28.35/hr
Sleep Diagnostic Lab Schedule: Part-time 0.6 FTE nights | two 12-hour shifts per week 7PM - 7AM ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
$28.35/hr
Sleep Diagnostic Lab Schedule: Part-time 0.6 FTE nights | two 12-hour shifts per week 7PM - 7AM ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...
$49.3K - $57.2K
2% of jobs
$57.2K - $65.1K
6% of jobs
$65.1K - $73K
13% of jobs
$74.6K is the 25th percentile. Wages below this are outliers.
$73K - $80.9K
18% of jobs
The median wage is $86.9K / yr.
$80.9K - $88.7K
14% of jobs
$88.7K - $96.6K
15% of jobs
$100.3K is the 75th percentile. Wages above this are outliers.
$96.6K - $104.5K
15% of jobs
$104.5K - $112.4K
4% of jobs
$112.4K - $120.3K
5% of jobs
$120.3K - $128.2K
4% of jobs
$128.2K - $136.1K
3% of jobs
$49.3K
$94.3K
$136.1K
| 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.
$75K - $125K/yr
Full-time, Part-time
Posted 8 days ago
Be an early applicant
Job Title: Financial Advisor / Associate Advisor
Job Type: Full-Time / Part-Time
Work Authorization: Open
Work Model: Hybrid / Remote
Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.
Key ResponsibilitiesManage and develop client relationships
Conduct financial planning and investment reviews
Provide guidance on retirement, tax, insurance, and estate planning strategies
Lead client meetings and present financial recommendations
Support business development through referrals and networking
Collaborate with internal leadership and advisory teams
Maintain compliance with financial industry regulations
Bachelor's degree in Finance, Business, Economics, or related field
Experience in financial planning, wealth management, or advisory services
Strong communication and interpersonal skills
Self-motivated with business development mindset
Active Series 7 and Series 66 preferred
Series 6 candidates with upgrade plan may be considered
Insurance licenses preferred or willingness to obtain
Experience managing client relationships
Knowledge of retirement and investment planning
Understanding of tax-efficient wealth strategies
Client-facing presentation skills
Entrepreneurial and growth-oriented mindset
Relationship-driven advisor
Interested in long-term career growth
Comfortable building and managing a client portfolio
Planning-first approach rather than transactional sales
Strong organizational and follow-through skills
Financial Services / Wealth Management / Financial Planning
Experience LevelMid-Level to Senior-Level
Interview ProcessInitial screening
Client interview
Final discussion with leadership
Candidates with an existing client base are highly preferred
Licensing support and long-term growth opportunities available
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W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
