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Spring 2023 Virtual Career Fair

Friday, April 21, 2023 I Noon to 4:00 pm ET

2021 Diversity Career Fair

About the Spring 2023 Virtual Career Fair

CFP Board’s Spring 2023 Virtual Career Fair is the go-to event for employers and job seekers in the financial planning profession.

This year’s event is presented in partnership with Diversitas, a coalition of partner universities that aims to make the financial planning profession and the wealth management industry more inclusive.





For Job Seekers

During the Career Fair, you can:

  • Visit employer exhibit booths and view open jobs and internships.
  • Apply for jobs using your profile and resume.
  • Interact with employers through one-on-one video meetings and messaging.
  • Find your dream job or internship by networking with top companies in financial planning.

For Employers

The Career Fair offers a variety of benefits, including:

  • Customizable virtual exhibit booth to showcase your company, highlight available job openings and interact with candidates in real time.
  • Access to candidates’ profiles and resumes, enabling you to connect with potential hires before, during and after the event.
  • Branding opportunities on the event platform and in the marketing campaign to promote the career fair to CFP Board’s database of current and potential CFP® Professionals

Live Session for Job Seekers: 12-1 PM ET

Starting a Career in Financial Planning: Internships, Entry-Level Positions and Training Programs

If you are interested in a career in financial planning, you will find that this profession is eager to recruit your talent and energy. Many employers actively recruit candidates for internships, entry-level positions and training programs that can provide you with the knowledge and hands-on skill development to launch your career and earn experience hours to attain CFP® certification.

Designed for college students, recent graduates and career changers seeking to start a career in financial planning, this panel discussion will feature a variety of employers discussing career tracks and training programs at their firms. Panelists will also share best practices for finding and advancing along the right career path for you.

Erich Luebkert

Head of Advice Methodology & Financial Planning

T. Rowe Price Associates

Dan Suthers

Financial Advisor Development Program Manager

Vanguard

Dannell Stuart

President and Partner

Mission Wealth

Shelley A. Saraniti

National Financial Advisor Development Program (FADP) Performance Executive

Merrill Lynch Wealth Management

Eddy Demirovic

Director of Talent Pipeline

CFP Board

Job Seekers

Gain an edge by updating your resume and creating your Career Fair profile.

Learn about the financial planning profession and explore top employers.

Talk directly with employers during the hours of the Career Fair.

The Career Fair is absolutely free of charge to job seekers.

Employers

Gain targeted access to qualified job seekers in financial planning.

Recruit candidates for your firm’s open positions.

Interact with candidates through video meetings.

Click here to register as an employer.

Name: Erich Luebkert
Company: T. Rowe Price Associates
Title: Head of Advice Methodology & Financial Planning

Bio: Erich Luebkert is the Head of Advice Methodology & Financial Planning of Individual Investors and a vice president of T. Rowe Price Associates. Erich’s investment experience began in 2004 and he has been with T. Rowe Price since 2021. Erich earned a Bachelor of Science in Finance from Shippensburg University and a Masters of Business Administration from Villanova University. He also completed the Securities Industry Institute Executive Development Program from The Wharton School, University of Pennsylvania. Erich is a Series 7, 24, 63, and 65 registered representative and a CERTIFIED FINANCIAL PLANNERTM professional. Erich is also a member of the CFP® Board Financial Advice Working Group, CFP Board of Standards.

Name: Dan Suthers
Company: Vanguard
Title: Financial Advisor Development Program Manager

Bio: Dan leads the Financial Advisor Development Program (FADP) and College to Corporate (C2C) Advice Internship in Charlotte, NC. Dan is a graduate of the University of South Carolina and is currently pursuing his MBA from Mercer University with an emphasis in Organizational Change. Outside of work he is a Youth Leader at Community Bible Church, and an avid golfer. In his free time, Dan loves to travel, try new restaurants, and spend time with his wife Hayley and new puppy Noli.

Name: Dannell Stuart
Company: Mission Wealth

Title: President and Partner

Bio: As the President and Partner of Mission Wealth, Dannell Stuart plays a crucial role in executing the firm's strategy across advisor and specialty department teams. Her responsibilities include overseeing the integration process, hiring and training personnel, and refining procedures to ensure that the client experience is exceptional. She works closely with the team to develop and execute strategies that align with the company's vision of providing the best-in-class wealth management services to its clients.

Name: Shelley A. Saraniti
Company: Merrill Lynch Wealth Management

Title: National Financial Advisor Development Program (FADP) Performance Executive

Bio: Shelley Saraniti is the National Financial Advisor Development Program Performance Executive for the Merrill organization. In that role she is responsible for leading the performance of the program and its participants as well as driving the national alignment towards strategic objectives. Shelley has held various positions since joining the company 25 years ago including leading performance for several large markets across the country and is also very involved in the company’s D&I efforts including co-founding the bank’s LGBTQ+ Executive Leadership Council.

Name: Eddy Demirovic
Company: CFP Board

Title: Director of Talent Pipeline

Bio: Eddy Demirovic is the Director of Talent Pipeline at the CFP Board Center for Financial Planning where he leads workforce initiatives to develop a sustainable talent pipeline of future CFP® professionals, with particular focus on college students, graduates and career changers.