Welcome to your Career Day Dashboard
Welcome to Career Day!
Here you'll find everything you need to attend our three workshops on Friday, October 15th. Please note that each session has its own separate link. You'll receive the recordings next week.
At the end of the day, from 3:30 - 4:15 p.m., you'll have the chance to meet the firm recruiters who received your resume during their open-door office hours. Each firm has provided its own link. Feel free to visit as many firms as you're interested in. You'll find contact information and links to firm websites at the bottom of this page.
Thanks for joining us!
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Career Day Kick-off & Panel: A Day In The Life Of A Financial Planner
12:30 - 1:30 p.m. EDT
LeTian Dong, CFP®, RICP®, Natalie Colley, CFP®, CDFA®, Nicole Francis, CFP®, CDFA®, and Robert Hernandez, CFP® (moderator)
Wondering what a typical day in the life of a financial planner actually looks like? Join us for a panel discussion moderated by FPA of Metro New York Chair Robert Hernandez, CFP®, with three CFP® professionals working at different types of firms: LeTian Dong, CFP®, RICP®, co-founder of a boutique retirement income and distribution planning practice housed within Northwestern Mutual (broker-dealer); Natalie Colley, CFP®, CDFA®, Associate Advisor at Francis Financial (Independent RIA); and Nicole Francis, CFP®, founder of Hudson Advisory Group (sole practitioner). You'll come away with a sense of how your choice of firm can influence your career path and your day-to-day experience in the profession.
Session Resources:
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Acing Your Interview
1:35 - 2:20 p.m. EDT
Ian Harvey, CFP®, Bridgewater Advisors
Not sure how to prep for interviews? This session will give you all the practical insights to ace the interview process. Having written about the process for the media and experienced it firsthand, former FPA NexGen President Ian Harvey will share personal stories, practical tips, and an established framework for getting started, whether you are searching for your next or first opportunity. You'll come away from this session with a better sense of what to do before, during, and after the interview.
Session Resources:
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Workshop: Find Your Best Fit
2:25 - 3:25 p.m. EDT
Sarah E. Dale, Founder and President, Know No Bounds; Partner, Performance Insights
Independent RIA, wirehouse, broker-dealer: there is no shortage of career paths in the financial planning profession. How do you know which one is right for you? Join consultant, coach, author, and speaker Sarah Dale for an interactive workshop focused on helping you hone in on your best fit. With her extensive background in the financial services industry coupled with her skills as a coach, Sarah will deliver practical ideas and specific “how-to” information to help you identify and overcome your performance barriers, find your best career fit, and deepen your success.
Session Resources:
- Download the presentation slides
- Handout 1: Reading DISC Styles
- Handout 2: FGMDISCMap and Financial Advisors
- View the recording
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Firm Networking
3:30 - 4:15 p.m. EDT
This is your chance to meet representatives from the firms participating in Career Day. Ask your questions, introduce yourself, and find out more about them and their job opportunities. If you sent us your resume, we shared it with these firms. They'll reach out to you directly to schedule interviews. You'll find contact information and links to firm websites below.
