Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Finance, High Net Worth, Investment Services, Regulations, Time Management, Training/Teaching, Wealth Management
LOCATION
Syracuse, NY
POSTED
8 days ago
Whitman School of Management is looking for one person to teach a section of FIN400 - Wealth Management during the Fall 2026 semester. The course introduces students to the foundational principles, structures, and practices of wealth management. It explores the evolving role of financial advisors, the tools, products, and solutions they use, and the regulatory and ethical frameworks that guide their work. Students will gain exposure to both traditional and alternative investment vehicles, advisor compensation models and transition packages, and the strategic considerations involved in implementing solutions for high-net worth clients.
Qualifications
Extensive senior level professional experience at the Managing Director level, 10+ years of experience in wealth management
At least a master's degree, or equivalent, plus CFA and CPA
Job Specific Qualifications
Must have good communication skills
Responsibilities
Preparation of lectures and student assignments
Teaching the class. The class is scheduled on Mondays from 5:15 to 8pm during the fall semester
Maintaining regularly scheduled office hours
Meeting all designated class periods
Submitting completed mid-semester progress reports and final grades according to university regulations and school/college-level policies
Grading student assignments and exams in timely manner
Building a positive rapport with students and other faculty members
Other responsibilities as indicated
Physical Requirements
Not Applicable
Tools/Equipment
Not Applicable
Application Instructions
In addition to completing an online application, please attach a curriculum vitae and cover letter.