List of FPA Membership Benefits & Resources
Job Board
Looking to fill a position? We’ll post it here for you. Looking for a job? Send us your resume. Contact Stephanie
Key Private Bank team: Contact Andrew Alessi, CFP®
This is a terrific role for someone (CFP preferable) who is looking for a dedicated planning role – 50% helping to coach our advisors and drive a financial planning culture and 50% working directly with complex high net worth clients. Very attractive comp structure and no sales goals. Andy is happy to talk to anyone that may want more information. Details at Key Careers (myworkdayjobs.com)
FPA Pro Bono Program
The FPA Pro Bono Program offers tools and information on what you can do to help clients in need, including:
- Information on FPA national pro bono programs and updates on priority programs, including FPA’s hurricane relief effort that provides excellent information on resources and tax relief useful for FPA members and/or their clients.
- Access to educational presentations and brochures.
- Access to the Pro Bono Toolkit that includes guidelines, Letter of Engagement, and other documents for pro bono service.
- Pro Bono volunteer sign up form.
FPA PAC
A primary objective of the Financial Planning Association (FPA®) is to represent financial planners and the issues affecting your practice in Washington, D.C . To enhance our efforts, FPA-PAC was created as the federally registered political action committee of FPA. FPA-PAC is the only political action committee on Capitol Hill representing the interests of the financial planning profession.
Its mission is to support candidates for the United States Senate and House of Representatives, primarily incumbents and regardless of political party, who have demonstrated previous support of issues FPA believes critical to advance the profession, or who could be supportive in the future.
The Foundation for Financial Planning
The Foundation for Financial Planning helps people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.
Learn More About the Foundation »