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Webinar: What's the Right Financial Planning Career Path for Me?

Published on: Apr 23, 2024

Career Fair

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.


- 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