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Webinar: Building Your Financial Planning Career

Building Your Financial Planning Career

Hosted by the CFP Board's Career Center Team and experienced panel of hiring firms, this webinar demonstrates how to create a Career Center profile, upload a resume, get a free resume review, create a job alert, and apply for open positions. The panel discussion answered frequently asked questions about what employers look for in strong candidates and how to land or advance your career in financial planning.

Moderator: Emily Dean, Manager of Talent Pipeline, CFP Board Center for Financial Planning


  • Anora Gaudiano, CFP®, Advisor and Assistant Vice President, Wealthspire Advisors
  • Jigi Dahagam, Vice President of People & Culture, Mercer Advisors
  • Sherri Trombley, Director of Advisor Services Business Consulting & Education, Schwab Advisor Services