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Webinar: Career Advice for Job Seekers in Financial Planning

business people sitting in a waiting area
Photo credit: Caiaimage/Getty Images

This is the third in a series of three very informative career-focused sessions from the CFP Board's 4th Annual Diversity Summit and Career Fair held November 2021.

This panel features perspectives from a variety of employers in financial planning who share helpful career guidance and tips on how to be a successful job candidate and land the opportunity that fits your strengths and interests.

Moderator: Eddy Demirovic, MBA, PMP, Director of Talent Pipeline, CFP Board Center for Financial Planning

JR Williams, CFP®, Senior Vice President, Sub-Complex Manager, Morgan Stanley Wealth Management; Kelly Johnson, Wealth Management Diversity Strategy & Business Analysis, CEO Taskforce to Advance Racial Equity, Equitable; Maria Diaz, PHR, Manager - Talent Acquisition Americas, Global Talent Acquisition & Mobility, Franklin Templeton; Danielle Swancey, CFP®, Advice Development Program Manager, Vanguard Specialty Programs; Erin Boston, HR Manager, EP Wealth; Roberto Santos, Director of D&I, Fidelity’s Investor Center