Lecturer - Personal Financial Planning (1-year Appointment)

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Position Title:

Job Category:

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Job Profile:

Job Duties:

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.

Key Job 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.

Start Date:

August 24, 2026

Department:

Cofrin School of Business

Compensation:

Competitive salary commensurate with qualifications and experience.

This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA).

Required Qualifications:

• 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.

Conditions of Appointment:

The home campus of this position is Green Bay, and the successful candidate may be required to teach an occasional course at the Sheboygan, or Manitowoc Campus. Courses will be taught both face-to-face and online (in asynchronous and synchronous formats). The specific courses taught may vary from semester to semester.

Position is a full-time, one academic year, Instructional Academic Staff appointment. A pre-employment education check which includes, but is not limited to, the verification of academic credentials will be conducted on the finalist(s). A criminal conviction investigation will be conducted on the finalist(s). In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.

The University of Wisconsin-Green Bay does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.

How to Apply:

Click the Apply button and follow the prompts on the screen.

Please be sure to complete all required fields, and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:

• Cover letter specifically addressing qualifications for the essential job functions
• Resume/Curriculum Vitae

Application Deadline

To ensure consideration, please submit application materials by Sunday, June 28, 2026.

Contact Information:

If you have any questions, need accommodations, or submitted your application with missing materials, call or email:

Human Resources

Phone: (920) 465-2390

Email: [email protected]

The Successful Candidate

The successful candidate will be expected to work inclusively and respectfully within a diverse campus community and practice civility in the workplace.  The University welcomes applicants who are dedicated to the appreciation and promotion of inclusivity and equity as crucial components in the pursuit of organizational excellence.  

In addition, the successful candidate will have strong oral, written, interpersonal, and organizational skills, demonstrated integrity and strong leadership, and the willingness to work independently and as part of a collaborative team. The University invites applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource. 

Benefit Details 

The Universities of Wisconsin provides an excellent benefits package to meet the diverse needs of its employees. For benefits eligible positions, this includes several health insurance options, with annual deductibles as low as $250/individual and $500/family. Our benefits package also includes dental, vision, several life insurance options, AD&D and Accident insurance and Flexible Spending and Health Savings Accounts. We participate in the Wisconsin Retirement System (WRS), where employer contributions begin immediately, and employees are fully vested after 5 years of service. The Universities of Wisconsin also provides supplemental retirement savings programs including a 403(b) and Deferred Compensation. 

In addition, eligible employees receive several types of paid leave benefits, which are prorated for employees working less than 100%. This includes 9 legal holidays, 36 hours of personal holiday and between 96-130 hours of sick leave annually and paid parental leave. Eligible employees earn 13-27 days of vacation each year, depending on years of service and employment type. 

For more details, please review the benefit quick guide linked below. 

• UW System Employee Benefits Brochure 

• Total Compensation Estimator 

Employee Misconduct 

All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process. All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of employee misconduct, sexual violence or sexual harassment. When obtaining employment reference checks, these same misconduct, sexual violence or sexual harassment questions must also be asked. 

Confidentiality Statement  

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis.Stat. sec. 19.36(7).  

Annual Security Report

For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our University Police website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures. 

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.