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Financial Planning Instructor information

What is the difference between Financial Planning Instructor vs Financial Advisor?

AspectFinancial Planning InstructorFinancial Advisor
CredentialsCertifications like CFP, teaching credentialsCFP, Series 7, Series 66, state licenses
Work EnvironmentEducational institutions, training programsFinancial firms, independent practice
Industry UsageEducation, training, certification prepClient advisory, investment management

Financial Planning Instructors focus on educating and training future financial professionals, often working in academic or training settings. Financial Advisors, on the other hand, work directly with clients to provide personalized financial advice and manage investments. While both roles require similar certifications like the CFP, their primary functions and work environments differ significantly.

What cities are hiring for Financial Planning Instructor jobs?

Cities with the most Financial Planning Instructor job openings:

What are popular job titles related to Financial Planning Instructor jobs?

For Financial Planning Instructor jobs, the most frequently searched job titles are:

Infographic showing various Financial Planning Instructor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Adjunct Instructor - Undergraduate General Education Course in Workforce Financial Skills

The Pennsylvania State University
Education • 11 - 50 employees

Part-time

Retirement

Re-posted 11 days ago


Job description

APPLICATION INSTRUCTIONS:
  • CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday.
  • CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday.
  • If you are NOT a current employee or student, please click "Apply" and complete the application process for external applicants.

Approval of remote and hybrid work is not guaranteed regardless of work location.For additional information on remote work at Penn State, seeNotice to Out of State Applicants.

JOB DESCRIPTION AND POSITION REQUIREMENTS

Position Summary

The Workforce Education and Development (WFED) program seeks qualified adjunct instructors to teach undergraduate general education courses related to personal financial planning, financial literacy, and money management for the workforce. These courses serve students across all academic backgrounds and are designed to build foundational financial knowledge and quantitative reasoning skills relevant to career entry and long-term financial well-being.

Courses may focus on topics such as personal financial planning, financial decision-making for working adults, financial well-being for the workforce, and related subject areas. Courses are expected to be delivered in-person at University Park, with hybrid delivery possible depending on departmental needs.

Primary Responsibilities-

  • Deliver weekly in-person and/or hybrid instruction following approved course syllabus and objectives.
  • Support student learning of core financial concepts, quantitative reasoning, and practical financial skills.
  • Develop and facilitate applied learning activities including calculations, analysis, and scenario-based work.
  • Evaluate student progress through assignments, quizzes, exams, and projects.
  • Maintain timely student grading and records through Canvas.
  • Hold weekly office hours, in person or via Zoom.
  • Submit final grades according to university policies.

Example Topic Areas-

  • Budgeting fundamentals and cash flow planning
  • Income, taxation, and cost-of-living comparisons
  • Banking, saving, and financial services
  • Credit, borrowing, and debt strategy
  • Insurance and risk management
  • Retirement accounts and planning options
  • Investment fundamentals
  • Financial decision-making for education and careers

Required Qualifications-

  • Master's degree in:
    Personal finance
    Finance
    Accounting
    Business
    Workforce development / workforce education
    or closely related field
  • Experience teaching or training young adults or adults.

Preferred Qualifications-

  • Certified Financial Planner (CFP) designation preferred.
  • Professional experience in financial advising, financial coaching, accounting, HR benefits, retirement planning, or related areas.
  • Experience teaching undergraduate or general education courses.
  • Experience teaching quantitative subjects.
  • Familiarity with Canvas.

Appointment Terms-

This is a part-time wage appointment, assigned for a single academic semester and contingent upon student enrollment and available funding. Reappointment may be possible based on enrollment needs, performance, and departmental priorities.

Delivery is expected to be in-person or hybrid.

For questions, please contact: Hyung Joon Yoon, Ph.D., Professor-in-Charge, Workforce Education and Development Program (huy114@psu.edu).

BACKGROUND CHECKS/CLEARANCES

Employment with the University will require successful completion of background check(s) in accordance with University policies.

CAMPUS SECURITY CRIME STATISTICS

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here.

EEO IS THE LAW

Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact 814-865-1473.

Penn State is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university's teaching, research, and service mission.

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About Pennsylvania State University

Sourced by ZipRecruiter

Pennsylvania State University, often referred to as Penn State, is a major, public, research-intensive university located in University Park, PA, US. This esteemed institution serves as an important player within the education industry, offering a plethora of academic programs across various disciplines. The university was founded in 1855 with the mission to provide quality education, advanced research, and service to society. Penn State holds firmly to values of integrity, respect, and excellence, fostering a diverse and inclusive community. The university is renowned for its research productivity and its high-ranking programs in areas like engineering, business, and education. One notable achievement of the institution is its designation as a "R1: Doctoral Universities – Very high research activity," demonstrating its commitment to scholarship and discovery.

Industry

Education

Company size

11 - 50 Employees

Headquarters location

University Park, PA, US

Year founded

1855

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