Director, Certificate in Financial Planning
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Current Employees: If you are currently employed at any of the Universities of Wisconsin log in to Workday to apply through the internal application process.
Position Title:
Director Certificate in Financial PlanningJob Category:
Academic StaffEmployment Type:
Terminal (Fixed Term)Job Profile:
Teaching ProfessorJob Duties:
The Sheldon B. Lubar College of Business at the University of Wisconsin-Milwaukee invites applications for aDirectorCertificate in Financial Planning to beginonAugust242026.Candidatemay start in July to prepare prior to the start of the fall semester.Candidate to be appointed at the level ofTeachingProfessorAssociate orAssistantbased onqualifications and experience.
This isafull-time 9-monthposition.Theprimary responsibilities in this position will be toteachfinancecoursesand serve as theDirector of the Certificate in Financial Planning.The role will involve teaching a 3-course load(9 credit hours)for the fall and spring semesterswithat least3 credit hours inthe financial planning certificate recruiting and placement of students working with a board of advisors managing the resources and budget managing experiential learning projects and working on other matters for the Certificate in Financial Planningandmaintainingthe CFP Board registered statusof the certificate.If the candidate does not have a CFP certification or CFA charter then the candidate will be encouraged to obtain one of these designations.
Key Job Responsibilities:
- Advises students on academic and career direction within a specific field of study
- Contributes to the development of teaching and learning scholarly work including publications and presentations
- Develops and designs curriculum and instructional material relevant to a course of instruction
- Collaborates with department faculty and staff to develop teaching strategies relevant to the discipline
- May supervise student employees involved in development or delivery of instruction
- Facilitates classroom online and/or laboratory instruction including assessment of student performance
- Contributes to the strategic development of curriculum and academic content through various mediums to ensure the integrity of the educational mission of the work unit
Required Qualifications:
Masters degree inbusinessora relateddiscipline from a regionally accredited college or university.
Preferred Qualifications:
Practical experience in thefield of financial planningorinvestments.
Prior experience teaching.
Excellent verbal and written communication skills asevidencedin teaching evaluations.
How to Apply:
Applicantsseeking consideration must applyonlineand forward application materials electronically toincludeacover lettervitae/resume andif applicableteaching evaluationswith a list of courses taught. Also pleasesubmita list of three (3) professional references.The application deadline isMarch262026.
Foradditionalinformation please contact the Search Committee ChairKevin Spellmanat.
Reasonable Accommodations
Pursuant to university policy UWM provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability please contact or . This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWMis a State agency and subject to Wisconsins Open Records not however reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsins Open Records certain circumstances the identities of final candidates and/or the identity of the appointed applicant must be revealed upon request.
CBCand Reference Check Policy
Employment will require a criminal background the prevention of sexual misconduct seriously. As such you and your references will be required to answer questions regarding any past findings of sexual violence and sexual harassment or any pending allegations of sexual violence or sexual harassment.
Annual Security and Fire Safety Report (Clery Act)
For theUWMAnnual Security and Fire Safety Reports (i.e. Clery Report) which includes statistics about reported crimes and information about campus security policies see or call UWMs Dean of Students Office Student Union 345 at for a paper copy.
Employment Authorization
In compliance with federal law all persons at the time of their start date will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age pregnancy disability status as a protected veteran or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds perspectives and skills and encourage all qualified individuals to apply.
Required Experience:
Director
Key Skills
- Bidding
- Customer Service
- B2C
- Account Management
- Bus Driving
- Fire And Safety Engineering
About Company
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