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Parttime Financial Planner Jobs in Madison, WI (NOW HIRING)

Secure Engage

Fractional CFO (Oregon)

Oregon, WI · On-site

Careers Fractional CFO Location Hybrid or Remote (Secure Engage - Canada/US) Type Part-Time / ... Oversee financial planning and analysis, including forecasts, cash runway, burn rate, and scenario ...

Dove Healthcare

Cook

Lodi, WI · On-site

$18.50 - $22.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555 Shift Openings: * part-time position ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dove Healthcare

Cook

Lodi, WI

$14 - $18.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555 Shift Openings: * part-time position ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Illuminus

Accountant

Watertown, WI · On-site

Financial and Retirement Planning at No Charge * Basic Life Insurance & AD&D - Company Paid * Short ... Benefits vary by full-time, part-time, and PRN status. If you are a highly motivated individual ...

Agrace

Hospice Travel Social Worker

Madison, WI · On-site

Location: Identified Agrace new market areas Part Time .5 FTE (20 hours/week) Day Shift Monday ... Finance Department. * Collaborate with discharge planners and hospital staff to ensure ease of ...

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Showing results 1-20

All JobsParttime Financial Planner JobsParttime Financial Planner Jobs in Madison, WI

Parttime Financial Planner information

See Madison, WI salary details

$50.9K

$97.4K

$140.6K

How much do parttime financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for parttime financial planner in Madison, WI is $97,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,600.00 and $102,800.00 per year, depending on experience, location, and employer.

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 Madison, WI? For Parttime Financial Planner jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Madison, WI look for? The top searched job categories for Parttime Financial Planner jobs in Madison, WI are:
What cities near Madison, WI are hiring for Parttime Financial Planner jobs? Cities near Madison, WI with the most Parttime Financial Planner job openings:
Parttime Financial Planner jobs near you

Financial Education Specialist - Wisconsin

All Financial Freedom

Madison, WI • Remote

$30K - $50K/yr

Part-time

Re-posted 26 days ago

Job description

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

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

Employment Type: PART_TIME

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