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

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented summary. Remove boilerplate like EEO, legal, application instructions, etc. Must not include sections with placeholder like "commensurate with experience" etc. Pay: The posting says "Competitive compensation commensurate with qualifications and experience." That's vague; we should not include Pay section because it's not specific. Benefits: there is a Benefit Details section with specifics: health insurance options, dental, vision, life insurance, AD&D, Flexible Spending, Health Savings Accounts, Wisconsin Retirement System, supplemental retirement savings programs, paid leave, holidays, personal holiday, sick leave, parental leave, vacation days. That's specific, so include Benefits section. Schedule: Not mentioned explicitly; maybe "academic year, tenure-track appointment" but not schedule details like full-time/part-time. Could infer but not explicit. Probably no Schedule section. Pay: not specific, so omit. Skills: maybe not explicit list; but there are qualifications like CFP certification, leadership experience, etc. Could treat as Requirements/Qualifications. The instruction: Use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to decide which sections to include based on content. We have About the role: could be introductory paragraph describing role. Could include that. Responsibilities: there is "Key Job Responsibilities" with Faculty Responsibilities and Faculty Director Responsibilities. So include Responsibilities. Requirements: maybe "Required Qualifications" section. Could be Requirements. Qualifications: maybe "Required Qualifications" again? Might duplicate. Could treat Requirements as required qualifications, and Qualifications as preferred? But posting only has Required Qualifications. Could split into Requirements (mandatory) and Qualifications (preferred) but we don't have preferred. Might just include Requirements and omit Qualifications if no distinct content. However instruction: include a section ONLY when posting has real, specific content for it. So if we have only Required Qualifications, we could put that under Requirements. Qualifications could be omitted. Skills: maybe not explicit separate list; but could be derived from Required Qualifications (leadership experience, relationship building, fundraising). Might be considered Skills. But we need to avoid thin sections. Could combine into Requirements. Better: Include About the role, Responsibilities, Requirements (which includes Required Qualifications), Benefits. Possibly also Skills if we can extract explicit skill list: "Evidence of a commitment to quality teaching", "ongoing record of scholarship", "CFP certification, or ability to sit for CFP Board’s CFP® Certification Examination", "Evidence of engagement in institutional, community, and professional endeavors", "Demonstrated leadership experience...", "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." Those are qualifications/requirements, not skills per se. Could treat as Requirements. Thus sections: About the role, Responsibilities, Requirements, Benefits. We must not include Pay or Schedule. Now need to preserve all substantive information. Must not omit details like start date, department, etc. Those could go in About the role or maybe a separate meta but we shouldn't create headings for Job ID etc. Could include start date, department in About the role paragraph. We must remove boilerplate: "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." That's application instruction; remove. Also "How To Apply", "Application Deadline", "Contact Information", "The Successful Candidate" (some of that may be substantive? It includes expected behavior, but could be considered part of About the role? Might be considered boilerplate? It's about expected behavior; could keep as part of About the role? It's not exactly boilerplate but it's about candidate expectations. Might be considered part of role description. However instruction says remove application instructions, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines. "The Successful Candidate" section includes expectations; could be considered part of role description. Might keep but maybe it's generic. Safer to keep as part of About the role? Might be okay. But we must preserve ALL substantive information. So we need to include details like start date August 23, 2027, Department Accounting & Finance, Position is academic year, tenure-track appointment, etc. Also mention that courses taught both face-to-face and online, etc. Also mention that position is exempt from FLSA overtime. Also mention that pre-employment education check, criminal conviction investigation, etc. Those are conditions of appointment; could be part of Requirements or About the role. We need to be careful not to include boilerplate like "In compliance with the Wisconsin Fair Employment Act, the university does not discriminate on the basis of arrest or conviction record." That's EEO; remove. Also remove "Benefit Details" heading? We'll keep Benefits section with content. We must not include markdown fences. Now craft HTML. Structure:

About the role

... paragraphs ...

Responsibilities

• ... each responsibility ...

Requirements

• ... each requirement ...

Benefits

• ... each benefit ...

We need to ensure we don't lose any substantive info. Let's extract About the role content: The posting includes: - Position Title Assistant/Associate Professor - Finance & Faculty Director of the Charles Schwab Foundation Center for Financial Wellness (but we shouldn't repeat title as heading; but we can mention in paragraph) - Job Category Faculty, Employment Type Regular, Job Profile Assistant Professor (maybe not needed) - 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. - 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). - 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. We need to remove EEO line about non-discrimination; also maybe the sentence about personnel file review check is okay (not EEO). Keep. Now Responsibilities: list from "Key Job Responsibilities" with Faculty Responsibilities and Faculty Director Responsibilities. Faculty Responsibilities bullet points: - 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 bullet points: - 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. We'll combine into one list under Responsibilities. Now Requirements: from "Required Qualifications" and maybe Conditions of Appointment (like tenure track, etc.) but those are more conditions. We'll include Required Qualifications bullet points: - Earned doctorate in Personal Financial Planning, Finance, or