Career Development

Director:

Oona Rokyta

Committee Purpose:

The Career Development Committee assists aspiring financial planners who are early on in their careers through more seasoned FPA members in the advancement of their careers through continuing education opportunities.

As the profession grows and becomes more standardized, we’re finding it’s ever more helpful to facilitate relationship growth across newer and more seasoned members in the profession to create career growth and support opportunities.

Goals for 2024:

Membership community:

Our chapter has been growing steadily – and we’re excited to bring even more students and new financial planners from across the city into the fold. With our discounted memberships for students and first year CFPs, we’re excited to bring more new members in this year. We’re just starting to collaborate with our DEI and NexGen directors on some activities that’ll celebrate these members. This city has so many young, innovative thinkers, entrepreneurs and we’re sure financial planners as well, it’d be great to have a broader membership that reflected even more of that energy too!

 

Learning:

We have a few couple types of learning specific to this committee that we’d like to really launch this year – internships and a mentorship program.

  • Internships – We facilitate internships that are created to bring together qualified students and member firms of the FPA SF Chapter.

    If you are a student, you will gain valuable experience and build professional relationships. If you want an opportunity to apply the knowledge you’ve acquired in your studies and would like to experience what it’s like working in a professional financial planning office, then an internship could be a great benefit to you. We will update this page with a link to a Google form to complete if you’d like source an internship starting September 1st.

    If you are a member firm, you will help students entering the financial planning profession gain valuable experience. Your firm will benefit by having students help you take ideas from concept to completion by working on special projects and assignments. Students can help you evaluate and update new technologies, work on a new marketing plan, update or help create your website, conduct investment research and updates or assist with back office operations. We will update this page with a link to a Google form to complete if you’d like source an intern or gain internship materials starting September 1st.

  • Mentorship Program – We’ll be launching a mentorship program in the second half of the year that matches up newer and more seasoned members. A Google form will also be linked here in future for members who are interested in participating.

 

Jobs: The Job Postings section of our website is a service offered to member firms of the FPA SF. If your firm is looking to hire please send any postings to info@fpasf.org and if you’re looking for your next job this is a great place to search!