- 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
