What’s the Right Financial Planning Career Path for Me?

Описание к видео What’s the Right Financial Planning Career Path for Me?

The financial services industry is not a monolith. And job seekers can pursue a variety of career paths. Whether attendees are students or career changers looking to enter the financial planning profession, or seasoned financial services professionals seeking their next role - this webinar is for anyone looking to discern where they belong in the financial services industry.

Key topics include:
Tips for finding the best-fit job, firm, and industry channel.
Skills to refine for client-facing and operational responsibilities.
The joys and challenges of being a financial planner.
Advancing along a career path with CFP® certification.
An open Q&A dialogue.

Speakers:
Angela Killingsworth, CFP®: VP, Wealth Management Advisor at TIAA
Olivia M. Ewing, CFP®, ChFC®: Financial Advisor at Edward Jones
Morgan Hemauer, CFP®: Acting Team Manager of Associate Financial Planners at Charles Schwab
Clarissa Barras, CFP®: VP, Branch Leader at Fidelity Investments
Moderator: Emily Dean, Manager of Talent Pipeline at CFP Board

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