Breakout Session

Getting Hired and Succeeding in the Financial Planning Profession

Speaker(s)

• 

  Caleb Brown, MBA, CFP

  Co-Founder & CEO
  New Planner Recruiting, LLC

Attend this session to learn how to find your best fit financial planning firm and position. Brown will discuss creating and refining your compelling value proposition to employers, interviewing and resume tips, and interview etiquette to help ensure you stand out as the clear frontrunner in your transition from student to professional.

Learning Objectives:

• Describe desirable candidates for professional entry level financial planning positions
• Discuss intergenerational traits, impacts on hiring, and career outcomes
• Build basis for understanding how to find the right fit Provide guidelines for a long-term successful hire