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Part Time Cfp Jobs in Naperville, IL (NOW HIRING)

Part Time Cfp information

See Naperville, IL salary details

$60.9K

$101.8K

$140.8K

How much do part time cfp jobs pay per year?

As of Aug 20, 2026, the average yearly pay for part time cfp in Naperville, IL is $101,788.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,900.00 and $114,300.00 per year, depending on experience, location, and employer.

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.

What are the most commonly searched types of Cfp jobs in Naperville, IL?

The most popular types of Cfp jobs in Naperville, IL are:

What job categories do people searching Part Time Cfp jobs in Naperville, IL look for?

The top searched job categories for Part Time Cfp jobs in Naperville, IL are:

What cities near Naperville, IL are hiring for Part Time Cfp jobs?

Cities near Naperville, IL with the most Part Time Cfp job openings:

Infographic showing various Part Time Cfp job openings in Naperville, IL as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $101,788 per year, or $48.9 per hour.

Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist

Goldman Sachs, Inc.

Chicago, IL • On-site

$100K - $230K/yr

Full-time, Part-time

Posted 8 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks


Job description


A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.
Our Impact
Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.
CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.
Responsibilities:
Goldman Sachs Model Specialists are responsible for driving growth in our Model Portfolio business. The scope of the role includes:
  • Providing expertise on Goldman Sachs's Model Portfolios to sell whole portfolio solutions to the largest and fastest growing firms across the independent, wire, and RIA Channels
  • Identify and directly cover the best opportunities with a focus on financial advisor practice management and multi-asset portfolio construction in order to drive commercial results
  • Deliver the full set of Goldman Sachs Asset Management's solutions in the context of a multi-asset portfolio through client meetings, scaled in-person and digital events
  • Work closely with technology platform partners to guide advisors at point of sale
  • Leverage data to target specific advisor opportunities and accelerate growth of Goldman Sachs Model Portfolios
  • Embrace digital tools to support relationships and communicate thought leadership in real time

Other required skills/experience:
  • Bachelor's degree required, CFP, CIMA, or CFA preferred
  • Practical knowledge of investment and portfolio constructions topics
  • 5+ Years of client facing experience working with financial advisors and model portfolios
  • Excellent communication skills both written and verbal
  • Ability to prioritize tasks, manage timelines, and work independently
  • Familiarity with turnkey asset management platforms and model portfolio industry
  • Highly organized with attention-to-detail and excellent follow-through
  • Ability to work well in a fast-paced team environment with flexibility and a high level of self-motivation

Salary Range
The expected base salary for this Chicago, IL, United States-based position is $100000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869