Below you will find the presentation for our Thursday, November 19th at 8:00am meeting.
Dear Chapter Members,
Ben Lewis, our National Association’s PR Director has announced the dates for the all-member virtual media trainings are set for 2016 and registration is now open. These trainings are a great time for you to get the media training you need so you can effectively work with national and local media and be part of FPA MediaSource – the automated media query system reporters are using every day to find financial planners for their reporting.
You can now check out the dates of these trainings and register at:
Thanks for your help and please let me know if you have any questions!
Adam McNeill (@truelivingfncl), Public Relations Chair
To apply for this position please submit information to Kim Mullin at email@example.com
Client Service and Planning Associate Job Description
We are a fee-only, independent financial planning firm, focused on helping individuals, families, business owners, and foundations nationwide create vision and balance in their personal relationships with money. We are very interested in you if you have experience and knowledge in the financial planning, investment advisory, or financial services industry and you have a strong desire to engage your expertise as a Client Service and Planning Associate. You will work directly with an industry veteran and his support staff and have direct contact with clients immediately. This is an opportunity to contribute your expertise and creative impact to our firm.