Director, Certificate In Financial Planning

Financial Management Association International; Milwaukee (WI); On-site; USD 60,000 - 85,000; Full time

Job summary

University of Wisconsin-Milwaukee invites applications for a Director, Certificate in Financial Planning in Milwaukee, WI. The position begins August 24, 2026, with July start possible to prep for fall. Appointment level (Teaching Professor, Associate, or Assistant) depends on qualifications and experience.

It is a full-time, 9-month role focusing on teaching finance courses and directing the certificate. The role includes teaching a 3-course load (9 credit hours) for fall and spring, student

Qualifications

• Master's degree in business or related discipline from a regionally accredited college or university.
• Eligible to be director of a CFP Board registered program (CFP professional or related CFP path).
• Accelerated Path requirements include CFA, CPA, CHFC, CLU, licensed attorney, or related advanced degree.

Responsibilities

• Teach finance courses and serve as the Director of the Certificate in Financial Planning.
• Recruit and place students; coordinate with board of advisors.
• Manage resources and budget; oversee experiential learning projects.
• Maintain CFP Board registered status of the certificate.
• Encourage pursuit of CFP/CFA designations where applicable.

Skills

Teaching

Leadership

Communication

Education

Master's degree in business or related discipline

CFP Board registered program director eligibility

Job description

Director, Certificate In Financial Planning

Milwaukee, WI
Full Time
JR10008740

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 Planning

Job Category

Academic Staff

Employment Type

Terminal (Fixed Term)

Job Profile

Teaching Professor

Job Duties

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. Candidate may start in July to prepare prior to the start of the fall semester. Candidate to be appointed at the level of Teaching Professor, Associate, or Assistant, based on qualifications and experience. This is a full-time, 9-month position. The primary responsibilities in this position will be to teach finance courses and serve as the Director of the Certificate in Financial Planning. 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 the resources and budget, managing experiential learning projects, and working on other matters for the Certificate in Financial Planning and maintaining the CFP Board registered status of 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

• 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 charterholder (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).

Preferred Qualifications

• Practical experience in the field of financial planning or investments.

• Prior experience teaching.

• Excellent verbal and written communication skills as evidenced in teaching evaluations.

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 [e-mail] or 414-229-4463. 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

UWM is a State agency and subject to Wisconsin's Open Records Law. UWM will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.

CBC and Reference Check Policy

Employment will require a criminal background check. UWM takes 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 the UWM Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see http://www.cleryact.uwm.edu/, or call UWM's Dean of Students Office, Student Union 345 at [phone] 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.