Financial Planning Associate
Eugene, OR · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Eugene, OR · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Eugene, OR · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Bloomington, IN · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Bloomington, IN · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Wichita, KS · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Wichita, KS · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Oklahoma City, OK · On-site
$40K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Oklahoma City, OK · On-site
$40K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$50K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$50K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Kansas City, MO · On-site
$60K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Kansas City, MO · On-site
$60K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$50K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$50K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Grand Rapids, MI · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Grand Rapids, MI · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Portland, ME · On-site
$60K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Portland, ME · On-site
$60K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Sacramento, CA · On-site
$50K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Sacramento, CA · On-site
$50K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
San Antonio, TX · On-site
$40K - $45K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
San Antonio, TX · On-site
$40K - $45K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Olympia, WA · On-site
$50K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Olympia, WA · On-site
$50K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Detroit, MI · On-site
$50K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Detroit, MI · On-site
$50K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Raleigh, NC · On-site
$50K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Raleigh, NC · On-site
$50K - $70K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Madrigal, ChFC ® , AAMS ® a Financial Planner at Coastal Wealth, a growing financial services ... Role Description The Financial Service Team Associate is a part time, potential to be full-time, ...
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Madrigal, ChFC ® , AAMS ® a Financial Planner at Coastal Wealth, a growing financial services ... Role Description The Financial Service Team Associate is a part time, potential to be full-time, ...
Apply Early
$50K - $70K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
$50K - $70K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
$50K - $70K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
$50K - $70K/yr
As an entry-level financial professional, we strive to put the needs of your family in the ... PART_TIME
Here at Traction Forge Financial (an affiliate of GFI), we strive to put the needs of your family ... obtain part-time income during these turbulent times, a flexible schedule is available.
Quick apply
Apply Early
Here at Traction Forge Financial (an affiliate of GFI), we strive to put the needs of your family ... obtain part-time income during these turbulent times, a flexible schedule is available.
Apply Early
Athens, GA · On-site
$60K - $75K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Athens, GA · On-site
$60K - $75K/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.

$45K - $65K/yr
Part-time
Retirement
Posted 24 days ago
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.
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 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 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 days
Employment Type: PART_TIME