FPA NCA CLASSIFIED CONNECTION GUIDELINES …...Please send resume and cover letter to W. Kirk Taylor [email protected] 7/2012 FPA National Capital Area Classified Connections

FPA National Capital Area Classified Connections Page 1 July 2012

CLASSIFIED CONNECTION

Volume 4, No. 7, July, 2012 Web address: www.fpanca.org

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!

http://www.fpanca.org/

http://www.fpanca.org/

mailto:[email protected]


SEARCHING FOR CPA FOR GROWING FIRM

May & Barnhard, PC, a growing CPA, tax, financial planning and divorce litigation support firm in Bethesda, MD is

looking for a CPA for a position in our individual tax, divorce-related tax and financial planning divisions (fee only).

Qualifications:

· Licensed Maryland CPA

· Minimum 5+ years experience (public accounting or substantial individual tax)

· CFP a plus (we will sponsor)

Benefits:

· Competitive compensation

· 401(k)

· Profit sharing plan

· Fully-paid individual health insurance

· Long-term disability insurance

· Long-term care insurance

· Flexible hours

· Paid parking

· Continuing education

Please email your resume and cover letter to [email protected] and [email protected].

7/2012

ASSOCIATE PORTFOLIO MANAGER

Based in Vienna, VA, 1st Portfolio Wealth Advisors specializes in helping select affluent business owners,

executives and families preserve and grow their wealth. Our firm draws on the financial acumen and entrepreneurial

expertise of its advisors to provide comprehensive wealth management services in a conflict-free environment. Our

proven investment approach combines long-term growth strategies with tactical allocation adjustments designed to

enhance returns and provide downside protection in volatile markets.

We seek to hire an Associate Portfolio Manager to assist in servicing client portfolios, tracking and managing

individual portfolio positions, conducting investment research on individual securities (debt and equity), exchange

traded funds, closed end funds, mutual funds, hedge funds and private equity opportunities.

Continued on next page




Continued from previous page

As Associate Portfolio Manager you will support the firm’s senior Advisors by monitoring client portfolios,

monitoring asset allocation decisions for the firm’s model portfolios, and implementing rebalancing transactions and

reporting model portfolio performance to the firm’s senior Advisor’s.

Required Qualifications:

You must have Bachelor’s degree in finance/business and have a minimum of 3 year’s experience

conducting investment research and managing investment portfolios.

Chartered Financial Analyst CFA, CFA or CFP candidates are preferred

Client-centered and detail-oriented

Strong interpersonal, verbal and written communication skills

Ability to multi-task and work both independently and as part of a team

Proficiency in Microsoft Office Suite and Database Software

Proficiency in financial and other spreadsheet software programs preferred

As Associate Portfolio Manager, the candidate will support the firm’s senior Advisors in preparing for client

meetings, preparing and presenting investment and financial planning scenarios, and interfacing regularly with

clients to fulfill their ongoing servicing needs.

As Associate Portfolio Manager, the candidate will prepare quarterly billing and performance statements, prepare

portfolio rebalancing statements and oversee the execution of all rebalancing trades with the firms trader.

The candidate must be dedicated to providing the highest level of customer service, possess strong follow-through

skills, demonstrate strong verbal and written skills, and have an understanding of financial, tax, investment,

insurance and estate planning issues and techniques. Knowledge of qualified retirement plans is a plus.

Most importantly, the candidate must be willing to work smart, work hard and enjoy celebrating success with

team members.

Our firm believes in caring for those who help us succeed; not just with compensation, but ownership as well. As a

rapidly growing firm, we offer strong opportunities for career growth and the opportunity to increase your income

through our compensation incentive plan.

The starting salary range is commensurate with experience and credentials. If you have existing client relationships,

additional compensation or equity ownership is available.

Please send resume and cover letter to W. Kirk Taylor [email protected]

7/2012



Bernhardt Wealth Management

Do you enjoy creating “Wow” client experiences by leveraging technology and your own interpersonal skills? We

are looking for the right individual to join our team as a Service and Operations Associate. The main purpose of

this role is to maintain efficient office operations and provide a superior client service experience.

You are right for this job if you take client service seriously, are willing to take initiative and are interested in

being an integral part of a growing and dynamic financial services firm.

Primary responsibilities: -Foster client relationships by scheduling office appointments, managing telephone contacts and processing service

requests.

-Support professional staff with their day to day activities.

-Maintain database and records in client relationship management software and document imaging software.

-Lead or assist with process and system improvement projects.

-Facilitate efficient office operations including working with vendors and other professionals.

-Maintain a high level of client confidentiality and a professional appearance.

The ideal candidate would: -Have bachelor’s degree or equivalent work experience.

-Have experience in client relations and/or financial administrative work.

-Have excellent computer skills and the ability to learn new technologies.

-Demonstrate good communication skills (oral and written) while maintaining cheerful and positive attitude.

-Be detail oriented, punctual, reliable and highly organized.

We’ll train the right person who can demonstrate attention to detail, initiative in improving processes and an

aptitude for servicing clients. If you want to work in financial services and your longer term goals are to become a

financial planner, this could also be the right entry level position for you.

We offer a competitive salary and a straightforward, professional and enjoyable work environment. To be

considered, you must submit all of the following: Cover letter, resume, salary history, and answers to the five

questions below in electronic form to [email protected].

1. What are the most important three things for which you are looking in your next position?

2. What are the three things you would want to avoid in your next position?

3. If you could create your "ideal" job, what types of opportunities, responsibilities and work environment would

you build around your "ideal" job?

4. What are some of your key goals in the next two years, next five years and next ten years?

5. If you were me, what should I have asked you and why? (In other words, list your question and answer it.)

Submissions without the cover letter, resume, salary history and responses to the above questions will not be

considered. 6/2012


Drew Hefflefinger

3 How Sun Avenue, Singapore 538657 20 Martingale Road, Amherst, NH 03031

+65 8481-3886 [email protected] OBJECTIVE

Seeking a position in a financial planning firm with a focus on wealth management EDUCATION

Boston University Online Certificate in Financial Planning Oct. 2011 – current

Anticipated CFP exam date (Sept. 2012)

Two of six classes complete

University of Colorado Boulder, Colorado Leeds School of Business May 2011 B. S. in Business Administration - emphasis in Marketing and Entrepreneurship Minor in Economics

Entrepreneurial Finance, Business Plan Preparation (group role of CFO), Market Research, Senior Seminar in Marketing, Intermediate Micro and Macroeconomics

REVELENT WORK EXPERIENCE Overseas Chinese Banking Corporation (OCBC) Singapore Personal Banker July 2011 – current

Open, advise and service ~20 individual and corporate accounts per day

Focus on excellent service to a worldwide customer base

Specialize in loans, deposits and credit facilities

Provide recommendations to upper management on improvements to branch operations via monthly meetings

Pioneer in being the first expatriate group hired at the entry level OTHER WORK EXPERIENCE Held various sales and marketing internships while attending University of Colorado in the natural foods

and real estate industry LEADERSHIP

Sigma Alpha Epsilon Fraternity (2007 – 2011) Univ. of Colo. “Chapter of the Year” (2009, 2010, 2011) National Zeal Award (top national chapter) Nominee (2010) Alumni Chairman (2011) Philanthropy Chairman (2010) Executive Board Member - Risk Manager (2009) 6/2012



Please submit inquiries in regard to this ad to Miriam S. Boysen, [email protected] 6/2012



ASSOCIATE FINANCIAL PLANNER NEEDED

Based in Vienna, VA, 1st Portfolio Wealth Advisors specializes in helping select affluent business owners,

executives and families preserve and grow their wealth. Our advisors draw on financial acumen and entrepreneurial

expertise to provide comprehensive wealth management and business retirement plan services in a conflict-free

environment. Ours proven investment approach combines long-term growth strategies with powerful short-term

strategies to enhance returns and provide additional downside protection in volatile market conditions.

We are looking to hire an Associate Financial Planner to assist in client servicing, portfolio management,

investment research and overall financial planning.

As Associate Financial Planner, the candidate will support the firm’s senior Advisors in preparing for client meetings,

preparing and presenting financial planning scenarios, and interface regularly with clients to fulfill their ongoing

servicing needs.

As Associate Financial Planner, the candidate will prepare quarterly billing and performance statements, prepare

portfolio rebalancing statements and oversee the execution of all rebalancing trades.

As Associate Financial Planner, the candidate will support the firm’s Investment Committee by performing due

diligence on new investment opportunities, monitoring client portfolios, monitoring the firm’s assets allocation

models and reporting model portfolio performance to the firm’s Investment Committee.

The candidate should have a degree in finance or a related field and have a minimum of 3 years experience in the

financial planning profession. If the candidate has not earned the CFP® designation, they must be willing to earn their

CFP® designation.

The candidate must be dedicated to providing the highest level of customer service, possess strong follow-through

skills, demonstrate strong verbal and written skills, and have an understanding of financial, tax, investment, insurance

and estate planning issues and techniques. Knowledge of qualified retirement plans is a plus.

Most importantly, the candidate must be willing to work smart, work hard and enjoy celebrating success with

team members.

Qualifications:

Bachelor’s degree in finance/business and a minimum of 3 years experience providing financial planning for

high net-worth families and individuals

Certified Financial Planner CFP® preferred

Client-centered and detail-oriented

Strong interpersonal, verbal and written communication skills

Ability to multi-task and work both independently and as part of a team

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Proficiency in financial and other spreadsheet software programs preferred

Our firm believes in caring for those who help us succeed; not just with compensation, but ownership as well. As a

rapidly growing firm, we offer strong opportunities for career growth.

The starting salary range is $50,000 to $65,000 and is commensurate with experience. If you have existing client

relationships, additional compensation or equity ownership is available.

Please send resume and cover letter to Maureen at [email protected]. 5/2012



RECRUITING DIRECTOR POSITION

The Recruiting Director is responsible for implementing the General Agent’s Recruiting strategy and coordinating

the recruiting efforts of the agency. He or she will act as primary recruiter and use his/her interpersonal and

communication skills to actively locate, interview, and evaluate candidates for a career in financial services.

The ideal candidate should possess a drive for success, be competitive in nature and have the ability to cultivate

multiple sources using relationship building and prospecting skills.

Responsibilities:

Provide support for the recruiting effort to include:

Develop centers of influences, referrals, and nominators within the community through a sustained level of weekly

activity to include: interviews, phone calls, referral meetings, networking etc.

Prospecting for candidates through personal sources (i.e. business associates, industry contacts)

Seek candidates through impersonal sources (i.e. job fairs, licensed producer lists via Discovery Database)

Drive agency agent referral program; develop campaigns, recruiting/marketing initiatives and other lead

generation activities within the agency.

Attend MassMutual recruiting and training schools, teleconferences and other relevant events.

Participate in study groups to seek out, suggest and implement new ideas and best practices.

Schedule and conduct Pre-screening phone calls and Attraction Interviews.

Enter recruit information into tracking system to track all activity and results.

Administer and track completion pre-qualification tests: POP, CLXP

Follow candidates through the entire recruiting and selection through contracting, licensing, training, and fast start

phases of the process.

Lead/attend weekly recruiting meeting, make recommendations and advise of recruit status.

For more information or to apply, contact Jonathan Phan at (703) 218 – 6701 or [email protected].

5/2012



SALES MANAGER POSITION

How would you like to work with an organization that experienced exceptional growth over the past decade and

has separate recognition events for top Sales Managers? Let us share our story with you. We’re looking for strong

leaders to be a part of our dynamic management team.

As a Sales Manager with a MassMutual general agency, you’ll play a central role in recruiting and developing

your own high-performance sales team. Our entrepreneurial system, broad portfolio of innovative products, and

strong resource network help you attract quality people. You’ll be generously rewarded based on the growing

success of your unit.

Responsibilities:

•Develop and grow a production unit

•Front-line recruiting of Financial Services Representatives (FSR)

•Continuous cultivation of referral network to ensure steady stream of FSR candidates

•Coach, mentor and supervise new FSRs

•Expand personal knowledge and skills through ongoing professional development and joint work with fellow

associates

•A commitment to serve as a leader, coach and mentor

•A track record of successful sales management

•Strong interpersonal skills and networking ability

•Recruiting and selection experience

•Organizational and time management skills

•BA, BS, and/or graduate degree

Qualifications:

Results-driven compensation and access to a competitive benefits package available for qualified Sales Managers

including medical and dental, life and disability insurance, and thrift and pension plans.

Please contact:

Jonathan Phan, (703) 218-6701, [email protected] 5/2012




Wealth Manager Position - Washington, DC metro area

EagleStone Wealth Advisors is a boutique, independent wealth management firm located outside Washington, DC. We

specialize in comprehensive wealth management for high net-worth individuals, corporate executives, businesses and not-for-

profit organizations.

As we head into this next stage of our growth, we are looking for an experienced wealth manager to join our team and

continue our tradition of excellence. Read below to decide if you would be a good match for our growing firm. If you like

what you read, please email your resume to [email protected]

Us:

Over twenty-five years of experience in financial services, wealth management, and tax planning

A management team and staff with professional designations including, but not limited to CPA, CFP, PFS, MBA,

and JD

Productive, yet enjoyable office culture focused on teamwork, working hard and working fun

Independent firm, allowing us to advise clients based on their unique needs

A very personalized approach towards customized client portfolios has resulted in exceptional performance and

client retention rate.

You:

Currently working as an independent advisor and looking to change firms, or with a wirehouse and looking for a

straightforward, more rewarding compensation structure

Possess an entrepreneurial spirit or the desire to work in an entrepreneurial environment

Looking for a place to grow your business and the freedom to employ a relationship approach with a select number

of clients,

Hold at minimum a Bachelors degree, and ideally a CPA, CFA, MBA, JD

Are a CFP (or designation within five years of hire date)

Hold Series 7, 63, 65, or 66

Ability to transfer a high percentage of existing client base to new broker/dealer*

Have an established track record of business development;

Excellent communication abilities, both written and verbal;

Polished sales and presentation skills

Strong computer skills, including experience with financial planning, CRM, and portfolio performance software

Overview of Job Function:

Manage and provide comprehensive financial planning to an assigned book of affluent clients.

Establish relationships with them quickly, ensuring a smooth transition to your new role as part of their team of

financial advisors

Function as the communications liaison between our full time investment team and clients, providing detailed

explanations of portfolio management decisions and related performance information;

Help achieve the yearly goals of the firm by expanding the client book and providing energetic business

development;

Work with our marketing department to brand both EagleStone and your own services

* Advisory services and securities are offered through our broker dealer, Triad Advisors, an SEC registered investment advisor.

EagleStone Wealth Advisors does not discriminate in employment based on race, religion, gender, national origin, disability, age, sexual

orientation, or any other criteria prohibited under controlling federal, state or local law. 4/2012


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]


YEAR 2012: OFFICERS & DIRECTORS

PRESIDENT PRESIDENT-ELECT

Rita Cheng, CFP®

301-320-1457 Ryan Fleming, CFP®

202-887-8135

Ameriprise Financial Services Armstrong, Fleming and Moore, Inc. ext.232

TREASURER SECRETARY Augie Zullo 703-871-1344 Ken Robinson, CFP® 703-356-4380

Access National Mortgage Bernhardt Wealth Management

OFFICER AT LARGE CHAIRMAN Kevin Knull, CFP® 703-300-6666 Eric Hess, CFP

® 703-442-7686

Alpha Financial Advisors, LLC

BOARD OF DIRECTORS:

PROGRAMS CO-DIRECTORS PROFESSIONAL DEVELOPMENT CO-DIRECTORS

James Bogart, CFP® 703-356-0079 Joshua Halpern, CFP® 240-744-7125

RBC Wealth Management Raymond James Financial Network, Inc

Kathleen Sindell, PhD 703-299-1700 Jon Yankee, CFP® 703-889-1104

GCSR,Inc Fox, Joss & Yankee, LLC.

CHAPTER COMMUNICATIONS DIRECTOR GOVERNMENT RELATIONS DIRECTOR

Scott Peterson 703-722-6688 Howard Pressman, CFP® 703-506-0843

Relay Station Social Media LLC Egan, Berger, Weiner, LLC

MEMBERSHIP CO-DIRECTORS SPONSORSHIP/MARKETING CO-DIRECTORS

Helen Modly, CFP® 540-931-9051 Dan Lash, CFP® 703-356-4360

Focus Wealth Management, Ltd. Financial Network x703

Jeff Kulik, CFP® 301-518-1316 Mitchell Berlin, CFP® 301-263-8508

Fidelity Investments Ameriprise Financial Advisors

Brad Pheeney 617-760-7206

Putnam Investments

PUBLIC RELATIONS CO-DIRECTORS FACILITIES & SOCIAL EVENTS CO-DIRECTORS

Bryan Beatty, CFP® 703-506-0843 Chris Rivers, CFP® 202-887-8135

Egan, Berger, Weiner, LLC Armstrong, Fleming & Moore, Inc

Scott Peterson 703-722-6688 Michael Nester 703-871-7346

Relay Station Social Media LLC Access National Bank

PRO BONO CO-DIRECTORS EXECUTIVE DIRECTOR

Tacy Paul Roby 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

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.

Documents

FPA NCA CLASSIFIED CONNECTION GUIDELINES …...Please send resume and cover letter to W. Kirk Taylor [email protected] 7/2012 FPA National Capital Area Classified Connections