fpa nca classified connection guidelines for all … · 2018. 4. 3. · manager, financial planning...
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FPA National Capital Area Classified Connections Page 1 February 2013
CLASSIFIED CONNECTION
FPA NCA CLASSIFIED CONNECTION GUIDELINES
FOR ALL ADVERTISING:
1. The FPA NCA Classified Connection is a member benefit professional development newsletter
to include job postings, mentoring and internship programs, job seeker resumes of CFP®
certificant professionals and candidates attending local college/university programs, invitation to
CFP® certificant exam study groups, and scholarships and award announcements. The FPA
NCA does not recommend and/or endorse any particular advertisement
2. No graphics, logos, or pictures associated with any advertisements will be included in this
advertising publication.
3. FPA NCA has the right to refuse or modify any ads submitted prior to publication.
4. Ads must be submitted in Microsoft WORD format.
5. Ads must be submitted by the 20th
of each month for inclusion in the next month’s publication.
6. This advertising newsletter will be posted to our local chapter web site (www.fpanca.org) and
announced via email to our members.
7. Changes to a published ad or removal of the ad will occur once a month prior to the new
publication being posted and announced. Notices of changes and/or removals must be submitted
by the 20th
of each month.
8. Ads will be published for three consecutive months. Requests for ads to be reinstated after the
initial three months must be sent by the 20th
of the month for inclusion in the next month’s
publication.
Thank you for following these guidelines so that we can post your advertisement quickly and efficiently!
You may send your ads to [email protected]. Thank you!
Volume 5, No. 2, February, 2013 --- Web address: www.fpanca.org
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FPA National Capital Area Classified Connections Page 2 February 2013
TAXATION INTERVIEW PROGRAM
Georgetown University Law Center (Georgetown Law) is again partnering with New York University School of
Law (NYU Law) to sponsor this year’s Taxation Interview Program (TIP). TIP enables private and public sector
employers to interview, on one day (March 1, 2013) and in one place (Embassy Suites Hotel, Washington, D.C.),
current LL.M. in Taxation students from Georgetown Law and NYU Law. Georgetown Law students pursuing a
Certificate in Estate Planning, together with an LL.M. in Taxation or separately, are eligible to participate in TIP.
Since 2001, TIP has been the nation’s flagship program for the recruitment of graduate tax students. In past years,
top law firms, government agencies, corporations, and major accounting firms from across the country have
participated in the program. Employers can pre-screen candidates for interviews, and they can also participate in
TIP through a resume collection option.
Georgetown Law cordially invites you and your organization to participate in TIP 2013. If you are not involved in
hiring at your organization, please feel free to pass this message along. For further information about TIP, please
view the TIP brochure [http://www.law.georgetown.edu/academics/academic-programs/graduate-
programs/careers/recruitment/taxation-interview-program/upload/tip-brochure-2013.pdf] and visit the TIP website
[http://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-
interview-program/index.cfm]. Employer registration is available online and will remain open until Jan. 28, 2013.
Please Note: Classified Connections Will Not Be Published in the Future
We have a brand new web site which includes a JOB BANK on the site. Future Job Positions
and/or Those seeking Employment are directed to the JOB BANK portion of the site. You may
load your ad directly to the JOB BANK area, and it will be posted within a few days, making ad
notices much more timely.
To get to the JOB BANK portion of the web site, please click on the Financial Professionals page.
Please scroll down to midway of that page. On the right hand side of the page you will see several
boxes – Mentoring, Pro Bono, etc. The JOB BANK box is there. Please click on that box, and
complete the web site form to list your job or resume. Your ads will be reviewed within a few days
and posted to the site.
If you are looking for a job or a job seeker, please review that JOB BANK area as well as this
newsletter. Thank you!
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FPA National Capital Area Classified Connections Page 3 February 2013
Chandress Williams 4013 38
th Street #203, Brentwood, MD 20722 • Mobile (806) 441-6572 • [email protected]
Objective: To obtain position as an Entry-Level Financial Planner to use and enhance my
financial planning skills. EDUCATION
Texas Tech University
Major: Master of Science in Personal Financial Planning
University of Texas at Austin
Major: Bachelor of Sciences in Sport Management
EXPERIENCE
Texas Tech Athletics, Lubbock, TX (September 2011 –December 2012)
Academic Services Graduate Assistant for Men’s Basketball
Facilitated student-athletes in creating goals for the academic semester
Assessed progress on a weekly basis with emphasis on improvement
Counseled and clarified objectives set during start of academic semester
Organized and monitored tutoring meetings Homewood Suites of Lubbock, Lubbock, TX (October 2010 -September 2011)
Night Auditor
Displayed multi-tasking skills through handling of reservations and walk-in guests
Prepared accounting and audit reports and verified daily deposits
Used effective conflict resolution skills pertaining to guest relations Harte Hanks, Austin, TX (October 2008 -May 2010)
Technical Support Engineer/ Queue Manager
Diagnosed and resolved issues related to product features and services
Oversaw and delegated tasks to fellow co-workers
Documented customer service calls in Operations & Service Support system
MEMBERSHIPS
Personal Financial Planning Association (August 2012 – December 2012)
Executive Board: Special Events Coordinator
National Association of Personal Financial Advisors (NAPFA)
Sports Financial Advisors Association
Delta Sigma Theta Sorority, Inc.
HONORS
Diversity Legal Scholar
Rapoport Service Scholar
Miss Black University of Texa
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FPA National Capital Area Classified Connections Page 4 February 2013
Manager, Financial Planning and Analysis Location: Arlington, VA
COMPANY OVERVIEW
E*TRADE Financial Corporation, an online investing & trading pioneer, with 4.5 million accounts and
$110 billion in customer assets, is continuing to reinvent the online trading industry. Our unique
culture of innovation creates an environment where you will be continually learning and challenged to
develop your career. SUMMARY
The Manager, Financial Planning & Analysis will have ownership of key recurring deliverables and ad-
hoc requests from customers. It carries responsibility to proactively lead analysis and provide insights
to key stakeholders. RESPONSIBILITIES
Recommends solutions for business/process/technical/analytical issues that arise in everyday work;
challenges current methods to improve accuracy/efficiency.
Support production of Stress Testing capital ratios for the parent and E*TRADE Bank – inclusive but
not limited to the creation of consolidated pro-forma balance sheet including activity (purchases,
dispositions, pay-downs, etc.), size, composition, and net free funds against most recent stressed
forward curve, and conversion of business drivers into a consolidated pro-forma income statement.
Support the development of systems (Polypaths and Hyperion) and processes inclusive of
comprehensive reporting for generation of treasury portfolio baseline forecasts and generation of
alternative sensitivities.
Further develop and maintain Distributed Planning Hyperion application for purposes of stress
testing for the enterprise. Maintain and manage dimension structure - chart of accounts used in
forecast process, asset / liability classifications and rollups, other dimensions defining how data needs to
be reported, viewed, or analyzed.
Support Asset Liability Committee standardized stress test reporting and ad hoc analysis as requested
by senior management. REQUIREMENTS
6+ years of financial planning and analysis and/or accounting experience
Understanding of finance, financial analysis, financial analysis terms; advanced understanding of
business and associated lexicon
Solid technical and analytical skills in finance, general accounting, budgeting, financial analysis. An
understanding of the basic business disciplines in order to develop, analyze and interpret financial data
Previous experience with Oracle/Hyperion financial applications. Strong interpersonal and
communication skills to work effectively with various functional groups
Previous experience with VBA/SQL/relational databases strongly preferred
Bank Treasury Finance experience strongly preferred
We offer a competitive and comprehensive benefits package. Please visit
https://career.etrade.com/why-work-at-etrade/employee-benefits to learn more about the
opportunities.
E*TRADE Financial is an EQUAL OPPORTUNITY EMPLOYER
*** E*TRADE cannot provide sponsorship or relocations costs. 11/2012
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FPA National Capital Area Classified Connections Page 5 February 2013
Financial Planning Assistant
Established financial planning and investment firm in Herndon Virginia seeking motivated planning assistant. We serve
high net worth individuals, business owners, and professionals. If you are an analytical, self starter, and enjoy being
busy, we would like to talk to you.
Primary job duties will include:
Preparing financial plans – Data gathering, evaluation, organization, and input. Process handling of
individual product solutions (run planning software and facilitate interaction with support groups).
Preparing strategic documentation for client appointments.
Ideal candidate has:
Strong financial planning software background (SunGard, eMoney, NaviPlan etc.)
Ability to understand financial planning concepts, recognize/read personal and corporate financial
documents, take direction, and facilitate interaction with outside resources.
Superior technical skills, comfort level with financial planning software as well as investment analytical
tools like Morningstar Workstation.
Strong analytical skills with background in computer systems, mathematics or finance preferred.
Excellent listening, oral and written communication skills (including presentation and interpersonal
skills). Ability to communicate persuasively and effectively to a wide range of customers.
Dedicated commitment to providing superior customer service with a focus on quality.
Strong client focus, ability to independently and proactively analyze and resolve customer service issues
in a timely manner.
Experience requirements:
Relevant work experience in the insurance & financial services industry (3 years minimum)
Financial Services licensing (Life & Health, Series 6 or 7) is desired but not mandatory
Technical skills:
Mathematical ability: Ability to read and analyze existing financial documents and spreadsheets.
Computer literacy:
Microsoft Office suite (Excel, Word and PowerPoint)
Financial Planning Software strong: background in eMoney or others (e.g. SunGard, NaviPlan etc.)
Morningstar Advisor Workstation
Salary will commensurate with experience and qualification. This position is with an independent agent of New
York Life and not the New York Life Insurance Company. 11/2012
Financial Advisor/CFP Needed
The Washington D.C. office of Janney Montgomery Scott, LLC is currently looking for an
experienced Financial Advisor/CFP to work on an established, growing team with a primary focus
on retirement planning. Candidates must have at least three years of industry experience, a clean
compliance record and a strong work ethic. An existing client base is preferred. If interested, please
contact Branch Manager, Jeff Smith by calling 202.955.4342 or visit our firm website at
www.janneyfa.com for more information about financial advisor careers at Janney. 11/2012
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FPA National Capital Area Classified Connections Page 6 February 2013
RETIREMENT STRATEGY – CUSTOM SOLUTIONS
Transition or Retirement strategy for you business, on your mind? Want more time to spend with the family? We may have the right “custom” solution for you and your practice. Call Brenda at Spire Investment Partners 703-748-5800 today. 1/2013
MISSION OUTREACH DIRECTOR
FOUNDATION FOR FINANCIAL PLANNING
The Foundation for Financial Planning has been developing more relationships with various non-
profit organizations and organizations to support pro bono financial planning and financial life
skills outreach activities beyond just providing grant funding. Because we are also becoming
more engaged in participation in the planning and facilitation of activities, we are finding it
necessary to expand staff to support these increased demands for support and connection.
Here is the posting for the position of Mission Outreach Director.
Mission Outreach Director - An Atlanta based nonprofit charitable organization is seeking an
individual experienced volunteer program and grant management experience. Responsibilities
include managing the organization's pro bono outreach initiatives, grants program, third-party
outreach partner relationships, and other outreach program development. Minimum of three
years' or related experience working with financial services professionals in delivering pro bono
services for underserved population. Some travel necessary.
Resumes should be sent to [email protected] or to the
Foundation for Financial Planning
2193 Northlake Parkway, Ste 110
Tucker, GA 30084
We appreciate your support of pro bono outreach and the Foundation's mission and ask you to
share this positing with anyone you feel may be interested or qualified for the position.
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FPA National Capital Area Classified Connections Page 7 February 2013
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FPA National Capital Area Classified Connections Page 8 February 2013
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FPA National Capital Area Classified Connections Page 9 February 2013
11/2012
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FPA National Capital Area Classified Connections Page 10 February 2013
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FPA National Capital Area Classified Connections Page 11 February 2013
STUDY GROUPS RETURNING!
BEGINNER (PRACTICE MANGEMENT): This practice management concentration group is designed to cover best practice and operational topics. The mission of this study group is to
help advisors and staff members to be effective, efficient and grow through systems and processes. Members should have one to five-years of financial advisory services. The group
meets bi-monthly for two hours on a Friday. Please contact Bonnie J. Armstrong for
additional information.
INTERMEDIATE (INVESTMENT PLANNING): This Intermediate Group is ideal for RIA and CFP® certificants. This group will focus on current and proposed rules, investment strategies,
and important financial topics such as but not limited to retirement planning, estate planning in the ever evolving environment. They affect and effect advisors in servicing clients. The
group will meet bi-monthly for two to three hours. A future meeting will be scheduled upon format of a core group. Please contact Bonnie J. Armstrong for additional information.
ADVANCED: This Advanced Group is ideal for CFP® certificants, financial advisory firm
principals or key people of a financial planning firm, who have unique organizational challenges, in addition to an advisory role to clients. Individuals should have a minimum of
10-years of experience in financial advisory services. The group meets quarterly for half a day. You may register by contacting Bonnie J. Armstrong for additional information.
CONTACT INFORMATION: Bonnie J. Armstrong Office Phone: (703) 378-2620 Cell Phone: (703) 819-8545
E-mail: [email protected]
FPA NCA Communities of Learning FPA Connect, FPA’s new social platform allows members to share best practices and expertise. FPA NCA recognizes
that some members may be interested in study groups or “communities of learning” to further develop their financial
planning expertise in different topic areas. FPA NCA would like to encourage anyone who is interested in either
facilitating or joining a community of learning to email Rita Cheng at [email protected]. Some
suggested communities of learning are divorce planning, special needs planning, planning for same sex couples, just
to name a few. We are certainly open to additional suggestions and ideas.
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FPA National Capital Area Classified Connections Page 12 February 2013
YEAR 2013: OFFICERS & DIRECTORS
PRESIDENT PRESIDENT-ELECT
Ryan Fleming, CFP®
202-887-8135 Helen Modly, CFP® 540-931-9051
Armstrong, Fleming and Moore, Inc. ext.232 Focus Wealth Management, Ltd.
SECRETARY TREASURER Dan Lash, CFP® 703-356-4360 Ken Robinson, CFP® 703-356-4380
Financial Network x703 Bernhardt Wealth Management
CHAIRMAN
Rita Cheng, CFP®
301-320-1457
Ameriprise Financial Services
BOARD OF DIRECTORS:
PROGRAMS CO-DIRECTORS PROFESSIONAL DEVELOPMENT CO-DIRECTORS
Kathleen Sindell, PhD 703-299-1700 Howard Pressman, CFP® 703-506-0843
GCSR,Inc Egan, Berger, Weiner, LLC
Bryan Beatty, CFP® 703-506-0843 Parker Trasborg, CFP® 703-425-0700
Egan, Berger, Weiner, LLC CJM Wealth Advisers, Ltd.
CHAPTER COMMUNICATIONS DIRECTOR GOVERNMENT RELATIONS DIRECTOR
Scott Peterson 703-722-6688 Joshua Halpern, CFP® 240-744-7125
Relay Station Social Media LLC Raymond James Financial Network, Inc MEMBERSHIP CO-DIRECTORS SPONSORSHIP/MARKETING DIRECTOR
Jon Yankee, CFP® 703-889-1104 Mitchell Berlin, CFP® 301-263-8508
Fox, Joss & Yankee, LLC. Ameriprise Financial Advisors
Jeff Kulik 301-518-1316 NEX GEN LIAISON and MENTORING DIRECTOR
Fidelity Investments Laurie Belew, CFP® 703-889-1111
Fox, Joss & Yankee, LLC.
PUBLIC RELATIONS DIRECTOR FACILITIES & SOCIAL EVENTS CO-DIRECTORS
Scott Peterson 703-722-6688 Chris Rivers, CFP® 202-887-8135
Relay Station Social Media LLC Armstrong, Fleming & Moore, Inc
DIRECTOR AT LARGE Michael Nester 703-871-7346
Augie Zullo 703-871-1344 Access National Bank
Access National Mortgage
PRO BONO CO-DIRECTORS EXECUTIVE DIRECTOR
Tacy Paul Roby, CFP® 301-951-4800 Peggy Nelson 703-620-1712
Calvert Funds FPA National Capital Area
Tommie Monez, CFP® 540-931-9051 ADMIN ASST
Focus Wealth Management, Ltd.. Katie Palmer
Past Presidents
Advisory Council (PPAC)
Gary Altman, JD, CFP Alexandra Armstrong, CFP
Tracey A. Baker, CFP U. Calvin Brown, MST, CFP
Glen J. Buco, CFP Elissa Buie, CFP
Jannet S. Carpien, CFP Stephan Q. Cassaday, CFP
Rita Cheng, CFP Nicolet V. Evans, CFP
Marjorie L. Fox, JD, CFP Inga B. Frank, CFP
Arthur M. Gelman, JD Barry Glassman, CFP
Eric Hess, CFP Clyde G. Hohenstein, CFP
Mark E. Johannessen, CFP Brian T. Jones, CFP
Timothy W. Jones, CFP Paul Juergensen, II, CFP
Glenn G. Kautt, CFP, EA I. Edward Markley, CFP
Jack May, CFP Edward O’Hara, CFP, EA
Christine Parker, CFP Michael J. Rebibo, CFP
Judy L. Redpath, AIF, CFP Sheldon E. Sacks, CFP
Karen P. Schaeffer, CFP Dana G. Sippel, CFP
Victoria M. Trumbower,CPA Anne Uno, CFP, EA
Richard E. Vodra, JD, CFP
Barbara A. Warner, CFP Marysue J. Wechsler, CFP
The Financial Planning Association is the owner of
trademark, service mark and collective membership
mark rights in: FPA, FPA/Logo and FINANCIAL
PLANNING ASSOCIATION. The marks may not be used
without written permission from the Financial Planning
Association.
CFP®, CERTIFIED FINANCIAL PLANNER™ and
federally registered CFP (with flame logo) are
certification marks owned by Certified Financial Planner
Board of Standards Inc. and are awarded to individuals
who successfully complete CFP Board's initial and
ongoing certification requirements.