Entry-Level Financial Planning
Colorado Springs, CO ยท On-site
$60K - $80K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Colorado Springs, CO ยท On-site
$60K - $80K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Colorado Springs, CO ยท On-site
$60K - $80K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Aurora, CO ยท On-site
$60K - $80K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Aurora, CO ยท On-site
$60K - $80K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Denver, CO ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Denver, CO ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Tacoma, WA ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Tacoma, WA ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Jackson, TN ยท On-site
$50K - $70K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Jackson, TN ยท On-site
$50K - $70K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Houston, TX ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Houston, TX ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Richmond, VA ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Richmond, VA ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Savannah, GA ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Savannah, GA ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Syracuse, NY ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Syracuse, NY ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Tampa, FL ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Tampa, FL ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Kenosha, WI ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Kenosha, WI ยท On-site
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and ... PART_TIME
Miami, FL ยท On-site
$55K - $70K/yr
We are looking for an Entry-Level Financial Planning associate who wants to provide and educate ... PART_TIME
Miami, FL ยท On-site
$55K - $70K/yr
We are looking for an Entry-Level Financial Planning associate who wants to provide and educate ... PART_TIME
... financial strategies and game plans Educate clients on retirement planning, wealth accumulation ... PART_TIME
... financial strategies and game plans Educate clients on retirement planning, wealth accumulation ... PART_TIME
University Heights, OH ยท On-site
Part-time faculty generally teach 1 to 2 courses per semester. A core value of the Boler College is ... Financial Planner (CFP),j or Certified Business Economist (CBE), as appropriate to teaching ...
University Heights, OH ยท On-site
Part-time faculty generally teach 1 to 2 courses per semester. A core value of the Boler College is ... Financial Planner (CFP),j or Certified Business Economist (CBE), as appropriate to teaching ...
Here at Traction Forge Financial (an affiliate of GFI), we strive to put the needs of your family ... PART_TIME
Here at Traction Forge Financial (an affiliate of GFI), we strive to put the needs of your family ... PART_TIME
$67K - $80K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$67K - $80K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$50.5K - $58.6K
2% of jobs
$58.6K - $66.7K
6% of jobs
$66.7K - $74.8K
13% of jobs
$76.4K is the 25th percentile. Wages below this are outliers.
$74.8K - $82.9K
18% of jobs
The median wage is $89.1K / yr.
$82.9K - $91K
14% of jobs
$91K - $99K
15% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$99K - $107.1K
15% of jobs
$107.1K - $115.2K
4% of jobs
$115.2K - $123.3K
5% of jobs
$123.3K - $131.4K
4% of jobs
$131.4K - $139.5K
3% of jobs
$50.5K
$96.7K
$139.5K
| 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.

$60K - $80K/yr
Part-time
Retirement
Posted 21 days ago
Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver 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 planning professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation 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 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 days
Employment Type: PART_TIME