California State University, Fullerton — Tenure-Track Assistant Professor, Department of Finance

Department of Finance
College of Business and Economics
Tenure-Track Assistant Professor
Fall, 2023

The Department of Finance at California State University, Fullerton, invites applications for two tenure‐track Assistant Professor positions in the area of investments and personal financial planning with appointment to begin Fall, 2023. 

California State University, Fullerton (CSUF) is a minority-serving institution and an affirmative action and equal opportunity employer. CSUF is strongly committed to increasing the diversity of the campus community and the curriculum, and to fostering an inclusive environment within which students, staff, administrators and faculty thrive. Candidates who can contribute to this goal through their teaching, research, advising, and other activities are encouraged to identify their strengths and experiences in this area. Individuals advancing the University’s strategic diversity goals and those from groups whose underrepresentation in the American professoriate has been severe and longstanding are particularly encouraged to apply.


The Department is interested in candidates with strong teaching and research potential.  The successful applicant is expected to teach undergraduate and graduate courses, advise students, value diversity, serve on the committees, and engage in activities that benefit the department, University, and community.  Positive tenure and promotion decisions require excellent teaching, strong scholarly and creative activities which result in publication of high-quality refereed journal articles, and substantial services. 

The new hire for the investments position the will have the opportunity to lead the department’s highly successful Titan Capital Management (TCM) student-managed investment program as Managing Director.  This role would entail collaboration and interaction with associated faculty and students, alumni and industry personnel for TCM related activities.   The two TCM student-managed investment funds currently have over $2.5 million in assets under management.  The college is also affiliated with the Chartered Financial Analyst (CFA) Institute.

The new hire for the financial planning position will serve as the director of the CFP Board-Registered Professional Certificate in Personal Financial Planning Program within the Department.  The mission of this seven-course certificate program is to prepare undergraduate business students take the CFP exam in pursuit of careers as professional financial planners.  The key responsibilities of this position include student mentoring, maintaining compliance with CFB Board’s requirements, and engaging in fundraising activities for the program through grants and external funding.  

The qualified candidates for director positions will receive additional compensation and teaching load reduction.

Required Qualifications

  • A doctorate in Finance or a related field from an accredited institution – ABD’s may apply evidence that the degree will be completed by the appointment date 
  • Strong teaching and research potential
  • Evidence of (or potential for) publications in high quality journals 
  • Evidence of excellent teaching potential
  • A keen interest in assuming the director roles as described above
  • For the financial planning position, CFP certification or ability to sit for CFP Board’s CFP® Certification Examination within 1-2 years of appointment
  • Ability to work effectively with a culturally diverse range of students, faculty, staff, and external audiences

Preferred Qualifications

  • For the financial planning position, experience in the personal financial planning profession or a personal financial planning program


A complete on‐line application must be received by electronic submission to be considered. To apply, please visit, choose full-time faculty, search for position 518426 (Investments) or 518427 (Personal Financial Planning), and provide the following required materials: 

  • cover letter in which you respond to the required qualifications
  • curriculum vitae
  • research statement
  • teaching statement
  • transcripts from highest degree earned (Unofficial transcripts to be accepted during application process. Official transcripts required upon start of appointment if selected)
  • sample publication(s) and/or working paper(s), submitted as a single pdf
  • candidate statement on commitment to inclusive excellence 
    • This statement provides the candidate’s unique perspective on their past and present contributions to and future aspirations for promoting diversity, inclusion, and social justice in their professional careers. The purpose of this statement is to help the department identify candidates who have professional experience, intellectual commitments, and/or willingness to engage in activities that could help CSUF contribute to its mission in these areas.
  • a list of three references with relevant contact information
    • Semi-Finalists will be required to have three letters of recommendation submitted. Please have these ready for the referents to submit. On the References page of the online application, enter information and email addresses for three referents who will provide a confidential letter of reference for your application. At the appropriate time in the search process, they will receive a request via email along with information on uploading the letter. You will be able to verify that each letter has been received by CSUF by logging back into your applicant portal. 

Finalists will be asked to have each of their three references submit a letter of recommendation. Please have these ready for the referents to submit should you move forward to this phase of the search. 

Please direct all questions about the position to: Dr. Weili Lu, Department Chair, Department of Finance at or call (657) 278-2217. 

Application Deadline

To be assured full consideration, all application materials must be received by September 29, 2022. The anticipated appointment date is August 17, 2023.

The College and Department

College of Business & Economics is accredited by The Association to Advance Collegiate Schools of Business (AACSB) at both the undergraduate and master’s levels. There are about 300 faculty members and close to 9,000 students, including more than 600 graduate students. Bachelors’ degrees are offered in Business Administration with concentrations in Accounting, Economics, Entrepreneurship, Entertainment & Tourism, Finance, Management (Operations, General, and Human Resources), Information Systems/Decision Sciences, Marketing, and International Business, among others. Masters’ degrees are in Business Administration, Economics, Management Science, Information Technology, Accounting, and Taxation. For more information about the College visit:

The Finance department is committed to diversity and fostering an inclusive environment within which students, staff, administrators and faculty thrive. Out of our currently enrolled students, the two largest groups are Hispanic and Asian.  Out of our current faculty members, 19 are tenured and tenure-track faculty supplemented by multiple part-time and full-time adjunct faculty members.  Tenure-track faculty members have published their research in journals such as the Journal of Finance, Journal of Financial Economics, Journal of Financial and Quantitative Analysis, Journal of Corporate Finance, Review of Finance, Financial Management, Journal of Banking and Finance, European Financial Management, Real Estate Economics, and Journal of Risk and Insurance, among others. The department houses three active centers of excellence – Center for Real Estate, Titan Capital Management, and School of Risk Management and Insurance.  These entities raise funds for extra-curricular student activities and provide opportunities for interaction with the local business community. For more information about the department, please visit:

Additional Information

Multiple positions may be hired from this recruitment based on the strength of the applicant pool.

Salary is commensurate with experience and qualifications, and is subject to budgetary authorization and any California State University System faculty contract increases. Summer research grants, moving expenses, start‐up funds, and a reduced teaching load may be available. An excellent comprehensive benefits package is available that includes: health/vision/dental plans; spouse, domestic partner and dependent fee‐waiver; access to campus child‐care; and a defined‐benefit retirement through the state system along with optional tax sheltering opportunities. For a detailed description of benefits, please visit

The person holding this position is considered a ‘mandated reporter’ under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised July 21, 2017, as a condition of employment.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be formally offered a position with the CSU. Failure to satisfactorily complete the background check may affect application status of applicants or continued employment of current CSU employees who apply for the position.

Reasonable accommodations will be provided for qualified applicants with disabilities who self‐disclose.

Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator (

CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so.  Any candidates advanced in a currently open search process should be prepared to comply with this requirement. The systemwide policy can be found at and questions may be sent to

In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and requires hiring employees to perform CSU-related work within the State of California.