Director, Certificate In Financial Planning

Position

Director, Certificate in Financial Planning

Location:

Milwaukee, WI

Employment Type:

Full Time, Terminal (Fixed Term)

Job Category:
Academic Staff – Teaching Professor

Job Reference: JR

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The Sheldon

B. Lubar College of Business at the University of Wisconsin‑Milwaukee invites applications for a Director, Certificate in Financial Planning, to begin on August 24, 2026. Candidates may start in July to prepare prior to the start of the fall semester. The role will involve teaching a 3‑course load (9 credit hours) for the fall and spring semesters with at least 3 credit hours in the financial planning certificate, recruiting and placement of students, working with a board of advisors, managing resources and the budget, managing experiential learning projects, and maintaining the CFP Board registered status of the certificate.

A CFP® certification or CFA charter is preferred; if the candidate does not possess one, they will be encouraged to obtain one.

• 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

• Master's degree in business or a related discipline from a regionally accredited college or university.
• Meet the qualifications to be director of a CFP Board registered program, which include being a CFP® professional, or holding a graduate degree in financial planning or a related discipline from a regionally accredited college or university, or holding a graduate degree related to education or adult education, or being the head of the continuing/professional education department of the college university, or meeting one of the eligibility requirements for Accelerated Path.
• The Accelerated Path to the CFP® certification requires the person to be a CFA charter holder (preferred), or CPA, or CHFC, or CLU, or licensed attorney, or doctor of business administration, or PhD in financial planning (preferred), finance, business administration, or economics, or CFP certification from outside the US (from the Financial Planning Standards Board Ltd (FPSB) affiliate located in the territory of residence).

• Practical experience in the field of financial planning or investments.
• Prior experience teaching.
• Excellent verbal and written communication skills as evidenced in teaching evaluations.

Applicants seeking consideration must apply online and forward application materials electronically to include a cover letter, vitae/resume, and, if applicable, teaching evaluations with a list of courses taught. Also, please submit a list of three (3) professional references. The Final date to receive applications is March 26, 2026.

For additional information, please contact the Search Committee Chair, Kevin Spellman, at spellman.

Reasonable Accommodations
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. If you need assistance or accommodation in applying because of a disability, please contact uwm-jobs or 414‑229‑4463. This job announcement and other material on this site will be made available in alternate formats upon request.

Confidentiality of Applicant Materials
UWM will not reveal the identities…