Assistant/Associate Professor - Finance - Financial Planning, Faculty Director of the Charles Schwab Foundation Center for Financial Wellness

Current Employees and Students: If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.

Position Title:

Assistant/Associate Professor - Finance & Faculty Director of the Charles Schwab Foundation Center for Financial Wellness

Job Category:

Faculty

Employment Type:

Regular

Job Profile:

Assistant Professor

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 tenure-track position in Finance (Financial Planning) at the Assistant or Associate Professor level. The successful candidate will also serve as Faculty Director of the Charles Schwab Foundation Center for Financial Wellness.

The Cofrin School of Business is building a distinctive financial planning program that integrates outstanding teaching, applied student learning, scholarship, professional engagement, and community impact. The successful candidate will join a growing program supported by the Charles Schwab Foundation Center for Financial Wellness and Willie D. Davis Finance & Investment Laboratory, providing exceptional opportunities to connect financial planning education with experiential learning, industry engagement, and community service.

The Cofrin School of Business prioritizes teaching excellence, learner success, quality scholarship, engagement with the regional business community, and meaningful institutional, community, and professional service. Professional experience in financial planning, wealth management, finance, or related areas is viewed favorably. Candidates interested in exploring the intersection of human-centered financial planning and emerging technologies, including artificial intelligence, FinTech, and other technologies transforming financial services, are strongly encouraged to apply.

The successful candidate will also provide academic leadership and strategic direction for the Charles Schwab Foundation Center for Financial Wellness. Working collaboratively with the Center's Program Manager, Advisory Board, school leadership, faculty, students, and industry partners, the Faculty Director will help advance the Center as a distinctive platform for financial wellness education, experiential learning, scholarship, and community engagement. The director will also represent the Center internally and externally as its academic leader.

The Faculty Director will play a key role in integrating the Center with undergraduate and graduate curricula; developing high-impact student experiences; promoting faculty engagement and scholarship; shaping strategic priorities; and expanding relationships with financial planning professionals, firms, alumni, donors, and community partners. The Faculty Director will also support the School in donor cultivation and philanthropic efforts that strengthen the Center's long-term impact and sustainability.

The successful applicant will contribute to a young, growing, forward-looking School and department embedded within Wisconsin’s third-largest metropolitan area. Northeast Wisconsin offers significant opportunities for collaboration with the financial services and broader business community, while Green Bay provides an affordable and high-quality place to live. The Cofrin School of Business and UW–Green Bay continue a sustained record of growth, creating opportunities for faculty interested in helping shape the future of a growing business school and financial planning program.

Key Job Responsibilities:

Faculty Responsibilities:

• Teach a variety of undergraduate and/or graduate courses in financial planning and finance. 
• Prepare students for success on the CFP® Certification Examination and careers in financial planning and related financial services fields.
• Develop and support high-impact experiential learning opportunities that connect students with financial planning professionals, firms, and community partners.
• Mentor students and support their professional development through the Cofrin School of Business's "Transcripts to Résumés" initiative.
• Develop and maintain a productive program of scholarship consistent with rank, including opportunities for collaboration with students and faculty.
• Engage meaningfully with the financial planning profession, regional business community, and relevant professional organizations.
• 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.

Faculty Director Responsibilities:

• Provide academic leadership and strategic direction for the Charles Schwab Foundation Center for Financial Wellness in collaboration with the Center Program Manager and Dean's Office.
• Integrate Center activities with undergraduate and graduate curricula and expand high-impact experiential learning opportunities for students.
• Promote faculty engagement, scholarship, research collaborations, and intellectual contributions aligned with financial planning and financial wellness.
• Help define the Center's strategic priorities and ensure alignment with Cofrin School of Business and UW–Green Bay strategic goals.
• Provide strategic oversight of Center resources and program priorities in collaboration with the Program Manager and Dean's Office.
• Partner with the Center’s Program Manager and external Advisory Board to advance Center programming, industry engagement, student opportunities, and visibility.
• Develop and strengthen relationships with financial planning firms, industry professionals, alumni, community organizations, and other external partners.
• Support donor cultivation and fundraising efforts in collaboration with the Dean and University Advancement.

Start Date:

August 23, 2027

Department:

Accounting & Finance

Compensation:

Competitive compensation commensurate with qualifications and experience.

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

Required Qualifications:

• Earned doctorate in Personal Financial Planning, Finance, or Business with a specialization in Finance from an institution supporting an AACSB accredited business school by the end of the first academic year. Candidates who have not completed their doctorate by the start date will be hired into a terminal appointment at the rank of Instructor with a rate determined at the time of hire. Upon degree conferral, the title will change to Assistant Professor. The contract will not be renewed if the degree is not conferred by the end of the terminal appointment.  

• Evidence of a commitment to quality teaching

• An ongoing record of scholarship, including peer-reviewed journal publications, consistent with the level of experience 

• CFP certification, or ability to sit for the CFP Board’s CFP® Certification Examination by the end of the second academic year 
• Evidence of engagement in institutional, community, and professional endeavors
• Demonstrated leadership experience in an academic program, center, professional organization, business, or comparable setting.
• Experience developing or implementing strategic initiatives.
• Demonstrated ability to build productive relationships with external partners and advisory groups.
• Experience supporting fundraising, donor engagement, grants, sponsorships, or other resource-development activities.
• A record of academic, professional, or industry leadership appropriate for appointment as Faculty Director.
  

Conditions of Appointment:

The home campus of this position is Green Bay. 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 an academic year, tenure-track appointment.  Applicants must be considered for tenure and promotion in six years, although tenure decisions may be at any time.  Promotion from Assistant to Associate Professor is simultaneous with tenure.  Excellence in teaching, sustained scholarly activity, and institutional service required for retention and promotion.  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. In addition, if the final selected candidate has prior work history within the last 7 years with Universities of Wisconsin, a personnel file review check for employee misconduct will be completed.

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
• Curriculum Vitae
• Course Evaluations (when available)

Application Deadline

To ensure consideration, please submit application materials by Wednesday, October 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.