CFP Board Career Center’s Inaugural Online Career Fair Offers Employers, Job Seekers an Opportunity for Real-Time Connections

Categories: Press Release

Certified Financial Planner Board of Standards’ (CFP Board) Career Center is offering CFP® professionals, financial planning students and others seeking employment in the financial planning profession an opportunity to meet with firms of all business models through its inaugural CFP Board Online Career Fair, September 13, 1-4pm ET.

“Attracting and developing the next generation of financial planners to replace the retiring workforce is critical, and it all starts with making meaningful connections between firms and those who are seeking financial planning positions in the industry,” said CFP Board Center for Financial Planning Executive Director Marilyn Mohrman-Gillis. “The CFP Board Career Center is helping to make these connections every day, and the Career Fair is a natural extension of that work.”

The CFP Board Career Center is an initiative of the CFP Board Center for Financial Planning. The innovative cloud-based platform being utilized for the Career Fair will connect individuals directly with financial services organizations seeking new talent through one-on-one text-based and video chats.

The event is free to job seekers, and employers are invited to participate for a fee. Those interested in signing up can visit

The CFP Board Career Center is a one-stop shop for both employers and job seekers. It contains job and internship listings, and useful career management content for financial advisors, providing helpful information and job opportunities to CFP® professionals and hopefuls at every stage of their career. The Career Center was launched in 2015 with Fidelity Institutional as the founding sponsor.

“The Career Fair is a unique opportunity for both job seekers and employers,” said Dr. Lisa Andrews, CFP Board Career Center Manager. “Firms can avoid the time and costs of traveling to an in-person career fair and recruit right from their desk, while those who are looking for a job in the financial services industry will have real-time access to firms right at their fingertips.”


The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFP Board currently authorizes more than 74,000 individuals to use these marks in the U.S.


The CFP Board Center for Financial Planning seeks to secure the financial future of all Americans by advancing a more sustainable and inclusive financial planner workforce.  The Center will serve as a catalyst and convener to address industry-wide challenges in the areas diversity and workforce development, and build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. More about the Center and its initiatives can be found at

CONTACT: Dan Drummond, Director of Communications P: 202-379-2252 M: 202-243-8621 E: Twitter: @cfpboardmedia