Sharpen Your Job Search Skills

Join us for a half-day series of sessions designed to help you up-level your skills as a professional applicant in the financial planning field and hone in on your best career fit.

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.


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. 


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.

One of the services Sarah offers her clients is an online career assessment they can take to help identify which specific path within the financial services profession is right for them.  To help you get the most out of this workshop, we've partnered with her to offer you a discounted assessment cost of $40 for students and $77.50 for FPA Member job-seekers (those already in the workforce).  As an added bonus, we are offering a complimentary assessment to the first 20 registrants for Career Day.  Take advantage of this opportunity and register now!


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 what they do and their job opportunities.