Lecturer in Financial Planning (Full-time)

California Lutheran University

Job Description

University Background:
Cal Lutheran is a Hispanic-Serving Institution (HSI) and McNair Institution, and we are looking for candidates with a demonstrated commitment to and success working in diverse, multi- cultural and multi-racial communities, particularly in mentoring African American, Latinx, and Native American students. Cal Lutheran encourages applicants from all faiths or none, and advocates for justice and fairness for all people. We are an accredited, private, comprehensive university that engages students in critical inquiry and dedicated to educating leaders for a global society. The Thousand Oaks campus is located midway between Santa Barbara and Los Angeles and is home to more than 2,500 undergraduate and 1,110 graduate students who come from 59 countries and represent a variety of faiths. 52% of Cal Lutheran students are from underrepresented groups, and 40% of freshmen are first generation students. Cal Lutheran Faculty are 32% people of color. The mission of the University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice.

Basic Function:
Under the direction of the Dean, Department Chair or Program Director, the Lecturer is responsible for providing academic instruction to students for the assigned undergraduate and/or graduate courses. Additional Lecturer responsibilities include, but are not limited to, serving as an academic advisor to students and serving on faculty or university committees, as outlined in the faculty handbook.

Representative Duties:
Provide academic instruction to students through lecture, lab, or performance courses. Create assignments and activities in one-on-one, classroom, and distance mediated instructional settings for development of cognitive abilities, communication skills, and higher order thinking skills among students. E
Observe and evaluate student performance in meeting course objectives and student learning outcomes through assignments, projects, discussions, and examinations; provide feedback in a timely manner to student inquiries in class, online, or during established consultation office hours. E
Maintain current, accurate records of course enrollment, attendance, student academic progress, course curriculum; prepare and submit grades, data, and reports related to course and student progress in a timely manner. E
Provide a course syllabus to students in each class within the first week of the class, as outlined in the faculty handbook. E
Adhere to the responsibilities related to teaching, advising and service, as outlined in the faculty handbook. E
Attend and participate on committees and in department, division, campus, and University meetings. E
Adhere to the responsibilities related to teaching, advising, and service as outlined in the faculty handbook. E
Evening and weekend hours may be required. E
Performs related duties as assigned.

E=Essential Duties

Knowledge Of:
Current theory and practice within the subject discipline
Principles and best practices of effective teaching
Student learning outcomes and methods of assessment
University curricula
Community and campus resources, services, programs, and professionals available to students
Methods of gathering, analyzing, and preparing data
Modern computing technology
Record keeping techniques with regard to student enrollment, attendance, and progress

Ability To:
Demonstrate a thorough and accurate knowledge in the subject field or discipline
Deliver course curricula in various learning styles
Exhibit sensitivity to and understanding of the diverse academic, social, economic, cultural, and ethnic background of University students
Exhibit sensitivity to and understanding of the needs of students with disabilities
Integrate current and emerging instructional delivery technologies into the learning process to enhance teaching and the educational experience
Maintain professional standards that protect student confidentiality
Communicate effectively, both orally and in writing using tact, patience, and courtesy
Establish and maintain effective working relationships
Work constructively with their colleagues and to treat faculty, staff, administrators, and students with respect and professionalism
Analyze situations accurately and adopt effective courses of action
Demonstrate commitment to professional excellence and continuous growth within subject field or discipline
Teach a variety of undergraduate and graduate courses, including (but not limited to): Fundamentals of Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax and Estate Planning, and Financial Plan Development (Capstone)
Demonstrated ability to mentor diverse, underrepresented, underserved, and first-generation students. Preference for candidates who can mentor African American, LatinX, and Native American students, among others
Teach courses in person, online, or in hybrid formats

Minimum Qualifications:
Masters in Personal Financial Planning, or MBA or Masters in finance with an emphasis/concentration in Personal Financial Planning, or MBA in Business Administration with emphasis/concentration/major/minor in Financial Planning.

Preferred Qualifications:
Ph.D. in Personal Financial Planning, or Ph.D. in finance with an emphasis/concentration in Personal Financial Planning, or Ph.D. or MBA in Business Administration with emphasis/concentration/major/minor in Financial Planning. ABD will be considered.

Professional certifications such as CFP and CFA with substantial experience in the financial planning industry are highly preferred.

Licenses and Other Requirements:

Physical Abilities:
Detect to understand appropriate written correspondence; communicate clearly to exchange information in person and via the telephone or video; operate a computer and other office productivity machinery; stationary position for extended periods of time; move or transport light objects; position self to store and/or retrieve files.

Working Environment:
Indoor classroom environment; subject to visiting a variety of classroom sites on campus.

Hiring Range $70,000-$90,000
Posting Number: Faculty000852020
Open Date: 08/01/2023
Close Date: 10/31/2023

Application Procedure/Special Instructions A cover letter that specifically addresses how you meet the qualifications of the position and are prepared to support the mission of Cal Lutheran and its designation as an HSI.
Curriculum vitae (CV).
Statement of teaching, including teaching philosophy that addresses your experience and/or motivation to teach and mentor underrepresented and first-generation students (300 - 700 words).
Statement of diversity, equity, and inclusion activities and involvement (300 - 700 words).
List of three references with contact information.

To apply, visit https://careers.callutheran.edu/postings/11388

California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and Universitys policies, procedures, and processes.

Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.

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