Chapter News

FPA All-Member Media Training Schedule

March 8, 2017

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Hello Members!

I am pleased to tell you that we have solidified our schedule for All-Member Virtual Media Trainings in 2017! These are opportunities for all members, regardless of their location, to join Ben Lewis from FPA National for a quarterly media training. While the trainings are open to all members, any CFP® professional member of FPA who attends one will then qualify to take part in FPA MediaSource, our automated media query system.

The dates of the trainings in 2017 are:

  • Thursday, March 16 from 4 to 5:30 pm ET​​
  • Thursday, June 15 from 4 to 5:30 pm ET
  • Thursday, September 14 from 4 to 5:30 pm ET
  • Thursday, December 14 from 4 to 5:30 pm ET

Anyone wanting to register can simply visit www.OneFPA.org/MediaTraining and click on the date they are interested in.

And a reminder, if your chapter is interested in hosting a media training with me exclusively for your chapter, please let me know. These can be done virtually or in-person. Just let me know if you want to discuss this or want to get something scheduled!

If you have any questions, feel free to contact our PR Director, Adam McNeill at 518.364.7899

Empire Asset Management Group Job Posting

December 9, 2016

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Financial Operations Specialist

Empire Asset Management Group of Albany, NY is an established investment advisory firm dedicated to helping individuals, families, business owners and small companies with their Investment Management, Financial Organization and Insurance needs. We are seeking a full-time Client Service Coordinator to provide general & administrative support to our staff and our clients, and to uphold our core values of integrity, care, enthusiasm, simplicity and efficiency. Our ideal candidate will possess a professional and polished demeanor, preferably with a background in the finance field, with a desire to provide unparalleled service in accordance with our policies and procedures. To apply, email cover letter and resume to Team@empireasset.com.

Employment Opportunity – Curran Investment Management

August 17, 2016

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Financial Service Representative

Independent Investment Advisor located in Albany, NY is seeking a motivated individual experienced in servicing financial service customers to provide the highest level of personalized service and attention to our clients. If you have a passion and commitment for providing extraordinary client service and enjoy a small company environment, we could be the company for you.

The Financial Service Representative is the point of contact for personal communication with clients aiding them in all facets of client servicing, including:

  • Addressing their questions and concerns regarding their accounts
  • Develop, communicate and implement plans to meet their financial goals
  • Meet with them on a periodic basis to review their accounts and other financial concerns
  • Handle administrative duties such as opening accounts and disbursing funds
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Qualified candidates should have a minimum of a bachelor’s degree from an accredited college or university and one to three years of relevant experience in the financial service industry or a related field. Brokerage Sales Assistant experience would be highly beneficial. Organization skills, attention to detail, and a demonstrated ability to multitask are key requirements for this position. Proficiency in writing business correspondence, Microsoft Word, Excel, PowerPoint, Outlook, and CRM software is a must.

Salary is commensurate with experience.

For inquiries contact Catherine Groden at cgroden@curranllc.com

Summer Internship Candidate – Resume Attached

May 26, 2016

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We have an individual, Nolan Kelly, who is interested in a financial planning summer internship and has reached out to us. His resume is below.

Please contact Nolan directly with any inquiries.

Kelly, Nolan Resume 201605

 

 

 

 

 

 

SYMPOSIUM 2016 HANDOUTS

May 12, 2016

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Below you will find the handouts for each session.

 

SPECIAL NEEDS PRIMER – 2016 FPA Symposium May 2016

LEE

WEBMAN

WILKES

FINKE

VANDY

KEIB

  1. AMBAL
  2. Annual 2014
  3. Dalbar Study
  4. Mona Lisa Chart
  5. Review of US Pres Elections Rising Interest Rates
  6. The Benefit of Time
  7. Vol Slide Thru 2015