- 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
