The financial planning program prepares students for the CFP exam. The economics program prepares ... Five or more years' experience in a managerial capacity. * Full time or part-time employment or ...
The financial planning program prepares students for the CFP exam. The economics program prepares ... Five or more years' experience in a managerial capacity. * Full time or part-time employment or ...
Part Time Cfp information
What is a part-time CFP?
A part-time CFP is a Certified Financial Planner who works fewer hours than a full-time professional, often providing financial planning and advisory services on a flexible schedule. They help clients with budgeting, retirement planning, investments, and other financial matters, but may serve fewer clients or work with firms that accommodate part-time roles. This arrangement can be ideal for professionals seeking work-life balance or those transitioning into semi-retirement, while still maintaining their certification and expertise.
What are part-time jobs for a CFP?
As a part-time CFP (certified financial planner), your job is to help provide investment and insurance advice for each client or customer. In this flexible role, you may set your own schedule based on the needs of your clients, research market trends, and provide other relevant services. As a certified financial planner, you may also specialize in a specific area of the market, such as taxes or estate planning. The definition of part-time varies by company and could include working full shifts on specific days, rather than shorter shifts on many days. Certified financial planners usually work from offices, but you may be able to do some or all of your work remotely.
What are the key skills and qualifications needed to thrive as a part-time CFP, and why are they important?
To thrive as a Part Time CFP, you need a CFP certification, strong analytical skills, and a solid understanding of financial planning principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro) and tools for portfolio management is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are crucial for building client trust, providing tailored advice, and ensuring regulatory compliance in a flexible, part-time capacity.
What are some common challenges faced by part-time CFPs, and how can they effectively manage their workload?
Part-time Certified Financial Planners (CFPs) often face the challenge of balancing client demands with limited working hours. Time management is crucial, as they must prioritize tasks such as client meetings, financial plan preparation, and ongoing research within a condensed schedule. Effective communication with clients about availability and setting clear expectations can help prevent misunderstandings. Additionally, leveraging technology for remote consultations and efficient documentation can streamline processes, allowing part-time CFPs to maintain high-quality service while managing their workload.
More about Part Time Cfp jobs
What are the most commonly searched types of Cfp jobs in West Virginia?
The most popular types of Cfp jobs in West Virginia are:
What are popular job titles related to Part Time Cfp jobs in West Virginia?
For Part Time Cfp jobs in West Virginia, the most frequently searched job titles are:
What job categories do people searching Part Time Cfp jobs in West Virginia look for?
The top searched job categories for Part Time Cfp jobs in West Virginia are:
Part-time
Medical, Dental, Retirement
Re-posted 29 days ago
Job description
Thank you for your interest in working at William Paterson University.
We invite you to join William Paterson University: a wonderful community to learn, work, grow, and thrive. William Paterson University has been named to Forbes' prestigious "Best Employers by State" list for 2024, recognizing the institution as one of the best-ranked employers in New Jersey based on nationwide surveys. WP is one of four education institutions on the Garden State's list this year. Here is the link to the article forbes-best-in-state-employers-new-jersey-2024. William Paterson University is among more than 40 companies and organizations that will be honored with a 2024 NJBIZ Empowering Women Award for their commitment to supporting and elevating women employees.
William Paterson University employs approximately 1000 full time employees in the state who work in a variety of positions ranging from professors to administrative assistants and administrators, physical plant operations, campus police, athletics coaches, academic advisors, and more. William Paterson University supports a remote friendly hybrid work schedule for this role. William Paterson also boasts a four-day summer work week from mid-May to mid-August (Fridays off), during which all employees participate in our award-winning Summer Learning series.
Spanning more than 400 wooded acres in suburban Wayne, New Jersey - just 20 miles from New York City - our campus is one of the most diverse in the nation and it ranks in the top 4 percent of colleges for social mobility. William Paterson is a strong proponent of employees growing their careers there. More than fifty percent of the University's roles are filled by promotions from within. We're not only committed to social mobility for our students, but also for our employees.
Your work as a member of our team is important to our students and to the progress of our University. What you do here matters, and we value every contribution.
William Paterson University invites applications for the positon of Adjunct Faculty within the Cotsakos College of Business, Department of Economics, Finance and Global Business.
Thank you for expressing interest in serving as an adjunct faculty member at William Paterson University.
Please note that there may not be a vacancy at this time.Rather, qualified applicants may be contacted if and when there is an immediate need, or on an exploratory basis for a future opening.
Courses in this department are taught both online and in person. Those generally taught by adjunct faculty include, but are not limited to:
- Macroeconomics Principles
- Microeconomics Principles
- Business Statistics I
- Business Statistics II
- Corporate Finance
- Financial Well Being
Department Overview:
The Department of Economics, Finance and Global Business offers rigorous study for a Bachelor of Science degrees in Finance, Financial Planning and Global Business as well as a Bachelor of Arts degree and a Minor in Economics. In addition, the department offers an MBA track in Finance and a Master's degree in Finance and Financial Services.
The courses offered by the department provide the knowledge and skills required for student success. The finance program prepares students to pursue careers in banking, government, or other financial institutions. The global business program prepares successful graduates to compete in diversified global markets and internationally oriented enterprises.The financial planning program prepares students for the CFP exam. The economics program prepares students for careers in the government and banking sector. Our graduate program in MS Finance and Financial Services is designed to provide appropriate theoretical and applied discipline-based knowledge, hands -on tools including software, technological platforms, and related real world skill set to educate and empower students to participate in and provide leadership to these important fast emerging fields.
For more information, please visit:
https://www.wpunj.edu/ccob/departments/econ-fin-globalbus/index.html
Responsibilities include, but are not limited to:
- Using the course outline as a guide, develop relevant syllabi in order to deploy course content, objectives, and methods of student assessment for up to six (6) credits per semester in an undergraduate course (see course listing above).
- Contribute to student success by providing consistent and effective support and guidance through role modeling and mentoring.
- Teach in person and/or online depending upon course schedules and department needs.
Required Qualifications for teaching undergraduate courses:
- MBA or Masters in an applied business discipline.
- Five or more years' experience in a managerial capacity.
- Full time or part-time employment or active professional practice.
- Ability to teach online.
Preferred Qualifications:
- Professional certification and/or continuing professional education relevant to business domain.
- Professional activity within discipline such as relevant-to-teaching area leadership or managerial role in a business enterprise, non-profit organization or government agency or business professional organization or society.
- Experience teaching both online and in person.
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Required Qualifications for teaching graduate courses:
- MBA or Masters in an applied business discipline.
- Ten or more years of business experience in a managerial capacity.
- Full time or part-time employment or active professional practice.
- Ability to teach online.
Preferred Qualifications:
- Professional certification and/or continuing professional education relevant to business domain
- Fifteen or more years of managerial experience.
- Published peer or non-peer reviewed articles, conference papers, blogs, or books.
- Board Membership: Business enterprise, non-profit organization, business professional association or society.
- Experience teaching both online and in person.
Personal Attributes and Traits:
- Ability to translate business experience into pedagogical approaches that enhance curriculum relevance.
- Demonstrated commitment to engage in continuous professional development activities.
- Demonstrated commitment to content, teaching excellence, assessment strategies, and positive outcomes.
- Capable of exhibiting patience and resourcefulness in managing student challenges.
- Ability to effectively address competing wants and needs by developing and sustaining robust working relationships in a diverse environment.
- Demonstrated ability to set and work toward common goals in a collaborative environment.
ADJUNCTS PER CREDIT RATE:
New employees - $2100/CREDIT
Employees who have worked for 13+ semesters at WP - $2175/CREDIT
This position may be eligible for a comprehensive benefits package, which includes health and dental insurance and retirement plans. To learn more, please visit: https://www.wpunj.edu/human-resources/total-rewards/
Invitation to apply
Interested candidates will be prompted to complete an applicationand submit a cover letter.
Submission of all documents listed is required for consideration and should be uploaded when prompted to upload your resume.
General questions related to this application process, please contact talent@wpunj.edu . Please include with your inquiry the Job Requisition number beginning with R as well as the job title and department.
Salary Range:
Total Rewards and Benefits:
Click here to view the total rewards of working at WP
William Paterson University is committed to protecting your privacy and will not sell your personal information.
EEO Statement
William Paterson University is dedicated to providing equal opportunities and equal access to all individuals regardless of race or ethnicity, sex/gender (including pregnancy), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, civil union status, familial status, religion, national origin or citizenship, military service status, or any other category protected by law. William Paterson University does not discriminate on the basis of any category stated above or as prohibited by applicable law. Individuals from historically underrepresented backgrounds are encouraged to apply.
For more information, visit University Facts
About William Paterson University
Sourced by ZipRecruiter
Industry
Real estate
Company size
1,001 - 5,000 Employees
Headquarters location
Wayne, NJ, US
Year founded
1855