Lecturer - Personal Financial Planning (1-year Appointment)

University of Wisconsin StoutGreen Bay, WI
Hybrid

About The Position

The Department of Accounting and Finance in the Austin E. Cofrin School of Business at the University of Wisconsin-Green Bay seeks applicants for a 9-month instructor position in Personal Financial Planning for the academic year 2026-27. The Austin E. Cofrin School of Business values university-level teaching experience, CFP designation, the ability to teach a variety of classes in the Finance curriculum, engagement in institutional, community, and professional service, and experience working in the world of business. Consistent with UW–Green Bay’s mission, the successful candidate will contribute to a problem-focused educational experience that promotes critical thinking, student access and success, experiential learning, and strong connections to the regional business community, while working inclusively and effectively with a diverse campus community. Professional working experience in the world of business is viewed favorably. The successful applicant will contribute to a university, school, and academic unit with growing enrollment, and extensive regional business connections. Applicants will be expected to engage fully with the Cofrin School of Business’ Charles Schwab Foundation Center for Financial Wellness. This position will be responsible for enhancing UW-Green Bay’s mission-driven inclusive teaching efforts and creating and maintaining an educational environment that acknowledges, encourages, and celebrates those with diverse identities, beliefs, and cultural backgrounds.

Requirements

  • Doctorate/ABD status from an institution supporting an AACSB accredited business school, or Master’s Degree in Financial Planning/Finance or Business with a specialization in Finance plus 3+ years of relevant professional experience.
  • Demonstrated potential for excellence in teaching
  • Evidence of engagement in institutional, community, and professional endeavors.
  • Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term.

Nice To Haves

  • CFP designation
  • experience working in the world of business
  • Professional working experience in the world of business is viewed favorably.

Responsibilities

  • Teach a variety of undergraduate and/or graduate courses in financial planning and finance.
  • Prepare students to successfully achieve CFP® and other professional certifications in the financial planning industry.
  • Mentor students in the “transcripts to resumes” program.
  • Perform scholarly activities consistent with rank.
  • Perform institutional and community service.
  • Contribute to ongoing program development within the Austin E. Cofrin School of Business.
  • Participate fully in the Austin E. Cofrin School of Business’ AACSB accreditation efforts.

Benefits

  • Several health insurance options, with annual deductibles as low as $250/individual and $500/family.
  • Dental insurance
  • Vision insurance
  • Several life insurance options
  • AD&D and Accident insurance
  • Flexible Spending and Health Savings Accounts.
  • Participation in the Wisconsin Retirement System (WRS), where employer contributions begin immediately, and employees are fully vested after 5 years of service.
  • Supplemental retirement savings programs including a 403(b) and Deferred Compensation.
  • 9 legal holidays
  • 36 hours of personal holiday
  • Between 96-130 hours of sick leave annually
  • Paid parental leave
  • 13-27 days of vacation each year, depending on years of service and employment type.
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