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:
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
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.
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:
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.