Next Gen: Finding the Right Job in a Financial Advisory Firm

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There are a number of different ways to begin a career in the financial planning business. Within any advisory firm, there are multiple people that support a firm’s day-to-day business, while also contributing to a practice’s – and its employees’ – potential for long-term development and growth.

In this exclusive InvestmentNews ‘Next Gen’ webcast, held specifically for people looking to make an entry into the advice business, our experts will discuss how entry-level job-seekers can get a foot in the door in the advice business.

Date: Friday, February 10, 2012
Time: 1:00 - 2:00 p.m. ET

Attend and Learn:

  1. The multiple roles within a financial advisory firm
  2. How different types of firms offer different types of opportunities
  3. What skills advisory firms want – and need – right now

Attendees may submit questions during this live event. To sign up to receive free updates about InvestmentNews’ Next Generation initiative, as well as a targeted newsletter containing Next Generation content, visit www.investmentnews.com/nextgenemail.

PANELISTS:

Craig Pfeiffer Craig Pfeiffer
Hohting Group LLC
President

Derek Klock Derek Klock
Virginia Tech
Assistant professor of practice

Deena Katz Deena Katz
Chairman, Evensky & Katz Wealth Management
Associate professor, Texas Tech University

Laurie Belew Laurie Belew
Senior financial adviser
Fox, Joss & Yankee

MODERATORS:

Mark Bruno Mark Bruno
InvestmentNews
Director of Online Content and Data

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