Learning Center

Getting Hired and Succeeding in the Financial Planning Profession

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This session, originally presented at FPA Annual Conference 2019, will help you 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 front-runner in your transition from student to professional. 

  • Describe desirable candidates for professional entry level financial planning positions
  • Discuss inter-generational 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

Caleb Brown, MBA, CFP®

Co-Founder & CEO, New Planner Recruiting, LLC

Caleb is the co-founder and CEO of New Planner Recruiting, a recruiting firm that specializes in sourcing, screening, and integrating financial planners in financial planning firms nationwide.   He was named the Next Generation Influencer by Financial Planning magazine, one of the top 25 most influential people in the industry by Investment Advisor, and Investment News 40 under 40.  He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model.

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Getting Hired and Succeeding in the Financial Planning Profession
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Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available