LECTURER

Salary:

Minimum $45,000 ACADEMIC (9 months)
Depending on Qualifications

Job Summary:

The lecturer position will teach one section of CNSR SCI 635: Estate Planning for Financial Planners during the Spring 2023 semester within the Department of Consumer Science.

This course prepares students to provide analysis from a financial planner's perspective of the process of planning the accumulation, conservation, and distribution of an estate, in the manner that most effectively and efficiently accomplishes an individual's personal tax and non-tax objectives.

The lecturer will teach students how to:
- Demonstrate a comprehensive understanding of the content found within the Estate Planning for Financial Planners curriculum and effectively apply and integrate this information in the formulation of an estate plan for sample clients.
- Effectively communicate the estate plan, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
- Collect all necessary and relevant qualitative and quantitative information required to develop an estate plan.
- Analyze personal financial situations, evaluating clients' objectives, needs, and values to develop an appropriate strategy within their estate plan.
- Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to problems found with client situations
- Evaluate the impact of economic, political, and regulatory issues with regard to the estate plan.
- Apply the CFP Board Financial Planning Practice Standards to the financial planning process as it applies to estate planning.

It is expected that this course will be taught in an in-person format during the spring of 2023, with the potential to continue teaching related courses in the Department of Consumer Science in the future.

The course will be taught on Mondays and Wednesdays from 8:00 - 9:15am.

Responsibilities:

Facilitates classroom, online, and/or laboratory instruction and assists with instructional development and design for a single course or series of courses within an academic discipline to support the delivery of quality instruction. Provides for-credit instruction in formats such as classroom, online and/or laboratory settings, including grading. Serves as an instructor of record.

• 80% Facilitates classroom, online and/or laboratory instruction for one or more courses, including assessment of student performance
• 5% Develops instructional design and curriculum relevant to a course of instruction
• 15% Serves as an initial point of contact for students as it relates to specific course or series content and expectations

Institutional Statement on Diversity:

Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals.

The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students, faculty, and staff serve Wisconsin and the world.

For more information on diversity and inclusion on campus, please visit: Diversity and Inclusion

Education:

Required
Master's Degree
Preferred focus in Consumer Science, Business Administration or closely related field.

Qualifications:

Qualified candidates will have the following skills and abilities:
- Ability to work effectively within a diverse community
- Demonstrated commitment to creating an inclusive work environment
- Industry experience and knowledge of the subject matter

Preferred Qualifications:
- At least two years of successful teaching experience at the college level is preferred

Work Type:

Part Time: 33.3%

It is anticipated this position requires work be performed in-person, onsite, at a designated campus work location.

Appointment Type, Duration:

Terminal, 5 month appointment.
This position has the possibility to be extended or converted to an ongoing appointment based on need and/or funding


Additional Information:

CONSUMER SCIENCE DEPARTMENT: The Department of Consumer Science develops students able to apply social science theories to understanding household and consumer interactions within the marketplace and the public sector. Students undertake research on consumer decision-making affecting the social and economic well-being of individuals and families. This is a multi-disciplinary degree program. Activities of the department are designed to foster development of a fair marketplace that enhances the interests and well-being of consumers, families and communities. The Department is home to a Ph.D. program in Consumer Behavior & Family Economics and undergraduate majors in Consumer Behavior and Marketplace Studies and Personal Finance. It is also the administrative home for two campus-wide centers: the Kohl's Center for Retailing Excellence and Center for Financial Security.

KOHL'S CENTER FOR RETAILING (KCR): Founded by a general endowment from Kohl's Department Store, the KCR's mission is to create awareness and excitement about the retailing industry at UW-Madison. KCR provides financial support for student recruitment, internships, industry visitors and speakers and career fairs in fostering development of student careers in retail and related fields. The KCR builds critical relations between students, businesses and academia in retail. See https://badgersinretailing.wisc.edu

CENTER FOR FINANCIAL SECURITY: Housed in the School of Human Ecology at UW-Madison, CFS is an intellectual hub for research and outreach across disciplines. Currently, over 100 researchers from the UW and campuses across the nation are affiliated with CFS. CFS attracts leading researchers through its expertise in consumer behavior, commitment to outreach and applied scholarship, and access to resources for behavioral research and the dissemination of research findings. CFS faculty and staff have extensive experience with program development, implementation evaluation, and outcome evaluation. See https://cfs.wisc.edu

SCHOOL OF HUMAN ECOLOGY: The mission of the School of Human Ecology is to understand the complex relationships and interdependence among individuals, groups and families, and to focus on quality-of-life issues through research, creative innovation, education, and outreach. The School has four academic departments (Civil Society and Community Studies, Consumer Science, Design Studies, and Human Development & Family Studies) with a collective undergraduate enrollment of 1,600 students, and 100+ graduate students. Faculty members in the School of Human Ecology often affiliate with centers and programs including the Center for Community and Nonprofit Studies, the Center for Demography and Ecology, the Center for Child and Family Well-Being, the Center for Financial Security, the Institute on Aging, the Institute for Research on Poverty, the LaFollette School of Public Affairs, and the Center for Research on Women and Gender. See http://sohe.wisc.edu

UW-MADISON: The University of Wisconsin-Madison has a strong reputation as a research university and for producing research that improves people's lives. The University consistently ranks among the top 6 institutions in national research expenditures. In 2015, the University received a community engagement award from the Carnegie Foundation for its commitment to deeply engaging with local, regional, national, and global communities. It is a land-grant institution with an enrollment of about 43,000 students. Madison (pop. 243,000) is the state capital and combines the culture of a large urban area with the comfort of a small city. See http://wisc.edu

How to Apply:

Please click on the "" button to start the application process.

To apply for this position you will need to upload a cover letter and resume that relate to this position. You will also be asked to provide contact information for at least three professional references, including your current supervisor. References will not be contacted without advance notice. Your cover letter should address your qualifications as they pertain to the minimum number of years and type of relevant work experience listed above.

Contact:

Nancy Andrews
nancy.andrews@wisc.edu
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.

Official Title:

Lecturer(TL020)

Department(s):

A272100-SCHOOL OF HUMAN ECOLOGY/CONSUMER SCIENCE

Employment Class:

Academic Staff-Terminal

Job Number:

269513-AS



The University of Wisconsin is an Equal Opportunity and Affirmative Action Employer. We promote excellence through diversity and encourage all qualified individuals to apply.

If you need to request an accommodation because of a disability, you can find information about how to make a request at the following website: https://employeedisabilities.wisc.edu/disability-accommodation-information-for-applicants/

Employment will require a criminal background check. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.

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).

The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies, crime statistics for the previous 3 calendar years, and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department .

Applications Open: Oct 27 2022 Central Daylight Time
Applications Close: Nov 10 2022 11:55 PM Central Standard Time