FPA National Capital Area Classified Connections Page 1 December 2012

CLASSIFIED CONNECTION

Volume 4, No. 12, December, 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 PeggyNelson8@verizon.net. Thank you!

FPA National Capital Area Classified Connections Page 2 December 2012

Part-time Job Openings at Our Daily Bread, Inc. in Fairfax City, VA

Deadline December 19, 2012. - Project Bridge Manager/Caseworker

Our Daily Bread, Inc. is looking for a bright individual interested in a local non-profit to work as a

Manager/Caseworker of Project Bridge. They must be highly organized, innovative and take initiative, have

strong interpersonal skills, attention to detail and be flexible. Must have home access to internet, phone and own

transportation. Must have proficiency in MS Word, Excel, and the Internet. Flexible 30hrs/week, which includes

3-5 evenings/month and some weekends. 3 years of relevant counseling experience required. BS/BA preferred.

$20/hr to start. Begin January 2013. Please send a cover letter and resume to Our Daily Bread,

exdir@ODBfairfax.org. Deadline December 19, 2012. ODB is an Equal Employment Opportunity Employer.

Spanish speaking is preferred. No benefits are offered. 12/2012

Outreach and Advocacy Manager

Our Daily Bread, Inc. is looking for a bright individual interested in a local non-profit to work as a Outreach and

Advocacy Manager. The ideal candidate enjoys networking and legislative affairs. This person will represent ODB

at public events either networking or giving presentations and have a passion for our mission. Must have experience

with the legislative process and grassroots mobilization techniques. They must have strong interpersonal and

organizational skills. Must be willing to work mostly from home with access to internet, phone, and own

transportation. Must be proficient in MS Word and researching on the Internet. Flexible 10hrs/week, which

includes 7-8 evenings or early mornings/month and some weekends. 3 years of relevant experience required. $19/hr

to start. Begin immediately. Please send a cover letter and resume to Our Daily Bread, exdir@ODBfairfax.org.

Deadline Dec. 3, 2012. ODB is an Equal Employment Opportunity Employer. Retirement benefits are offered.

TAXATION INTERVIEW PROGRAM

Georgetown University Law Center (Georgetown Law) is again partnering with New York University School of

Law (NYU Law) to sponsor this year’s Taxation Interview Program (TIP). TIP enables private and public sector

employers to interview, on one day (March 1, 2013) and in one place (Embassy Suites Hotel, Washington, D.C.),

current LL.M. in Taxation students from Georgetown Law and NYU Law. Georgetown Law students pursuing a

Certificate in Estate Planning, together with an LL.M. in Taxation or separately, are eligible to participate in TIP.

Since 2001, TIP has been the nation’s flagship program for the recruitment of graduate tax students. In past years,

top law firms, government agencies, corporations, and major accounting firms from across the country have

participated in the program. Employers can pre-screen candidates for interviews, and they can also participate in

TIP through a resume collection option.

Georgetown Law cordially invites you and your organization to participate in TIP 2013. If you are not involved in

hiring at your organization, please feel free to pass this message along. For further information about TIP, please

view the TIP brochure [http://www.law.georgetown.edu/academics/academic-programs/graduate-

programs/careers/recruitment/taxation-interview-program/upload/tip-brochure-2013.pdf] and visit the TIP website

[http://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-

interview-program/index.cfm]. Employer registration is available online and will remain open until Jan. 28, 2013.

FPA National Capital Area Classified Connections Page 3 December 2012

Manager, Financial Planning and Analysis Location: Arlington, VA

COMPANY OVERVIEW

E*TRADE Financial Corporation, an online investing & trading pioneer, with 4.5 million accounts and

$110 billion in customer assets, is continuing to reinvent the online trading industry. Our unique

culture of innovation creates an environment where you will be continually learning and challenged to

develop your career. SUMMARY

The Manager, Financial Planning & Analysis will have ownership of key recurring deliverables and ad-

hoc requests from customers. It carries responsibility to proactively lead analysis and provide insights

to key stakeholders. RESPONSIBILITIES

Recommends solutions for business/process/technical/analytical issues that arise in everyday work;

challenges current methods to improve accuracy/efficiency.

Support production of Stress Testing capital ratios for the parent and E*TRADE Bank – inclusive but

not limited to the creation of consolidated pro-forma balance sheet including activity (purchases,

dispositions, pay-downs, etc.), size, composition, and net free funds against most recent stressed

forward curve, and conversion of business drivers into a consolidated pro-forma income statement.

Support the development of systems (Polypaths and Hyperion) and processes inclusive of

comprehensive reporting for generation of treasury portfolio baseline forecasts and generation of

alternative sensitivities.

Further develop and maintain Distributed Planning Hyperion application for purposes of stress

testing for the enterprise. Maintain and manage dimension structure - chart of accounts used in

forecast process, asset / liability classifications and rollups, other dimensions defining how data needs to

be reported, viewed, or analyzed.

Support Asset Liability Committee standardized stress test reporting and ad hoc analysis as requested

by senior management. REQUIREMENTS

6+ years of financial planning and analysis and/or accounting experience

Understanding of finance, financial analysis, financial analysis terms; advanced understanding of

business and associated lexicon

Solid technical and analytical skills in finance, general accounting, budgeting, financial analysis. An

understanding of the basic business disciplines in order to develop, analyze and interpret financial data

Previous experience with Oracle/Hyperion financial applications. Strong interpersonal and

communication skills to work effectively with various functional groups

Previous experience with VBA/SQL/relational databases strongly preferred

Bank Treasury Finance experience strongly preferred

We offer a competitive and comprehensive benefits package. Please visit

https://career.etrade.com/why-work-at-etrade/employee-benefits to learn more about the

opportunities.

E*TRADE Financial is an EQUAL OPPORTUNITY EMPLOYER

*** E*TRADE cannot provide sponsorship or relocations costs. 11/2012

FPA National Capital Area Classified Connections Page 4 December 2012

Financial Planning Assistant

Established financial planning and investment firm in Herndon Virginia seeking motivated planning assistant. We serve

high net worth individuals, business owners, and professionals. If you are an analytical, self starter, and enjoy being

busy, we would like to talk to you.

Primary job duties will include:

Preparing financial plans – Data gathering, evaluation, organization, and input. Process handling of

individual product solutions (run planning software and facilitate interaction with support groups).

Preparing strategic documentation for client appointments.

Ideal candidate has:

Strong financial planning software background (SunGard, eMoney, NaviPlan etc.)

Ability to understand financial planning concepts, recognize/read personal and corporate financial

documents, take direction, and facilitate interaction with outside resources.

Superior technical skills, comfort level with financial planning software as well as investment analytical

tools like Morningstar Workstation.

Strong analytical skills with background in computer systems, mathematics or finance preferred.

Excellent listening, oral and written communication skills (including presentation and interpersonal

skills). Ability to communicate persuasively and effectively to a wide range of customers.

Dedicated commitment to providing superior customer service with a focus on quality.

Strong client focus, ability to independently and proactively analyze and resolve customer service issues

in a timely manner.

Experience requirements:

Relevant work experience in the insurance & financial services industry (3 years minimum)

Financial Services licensing (Life & Health, Series 6 or 7) is desired but not mandatory

Technical skills:

Mathematical ability: Ability to read and analyze existing financial documents and spreadsheets.

Computer literacy:

Microsoft Office suite (Excel, Word and PowerPoint)

Financial Planning Software strong: background in eMoney or others (e.g. SunGard, NaviPlan etc.)

Morningstar Advisor Workstation

Salary will commensurate with experience and qualification. This position is with an independent agent of New

York Life and not the New York Life Insurance Company. 11/2012

Financial Advisor/CFP Needed

The Washington D.C. office of Janney Montgomery Scott, LLC is currently looking for an

experienced Financial Advisor/CFP to work on an established, growing team with a primary focus

on retirement planning. Candidates must have at least three years of industry experience, a clean

compliance record and a strong work ethic. An existing client base is preferred. If interested, please

contact Branch Manager, Jeff Smith by calling 202.955.4342 or visit our firm website at

www.janneyfa.com for more information about financial advisor careers at Janney. 11/2012

FPA National Capital Area Classified Connections Page 5 December 2012

POSITION: Financial Advisor

Super-regional CPA firm seeks financial advisor to head up its fee-only Registered Investment Advisory firm in its DC Metro offices. Position will be as an employee, with partnership potential. Salary plus bonus compensation, based on assets under management. Job Requirements:

Series 65

Minimum of 10 years financial advisory experience; brokers, bankers, independents and RIA reps

welcome to apply

Should have experience in managing fee-based business

Proven success in building and providing service for high net worth clientele

Totally professional demeanor; ability to work closely with CPA referral sources

Ideally should have current clientele that would transfer to new RIA firm

CFP or similar designation a plus

Ideal candidate will have ties to the region

Incredible opportunity for the right person. All candidates’ information held in strict confidence. Submit cover letter and resume to: dcmetroadvisor@gmail.com 9/2012

Financial Planning Director Pinnacle Advisory Group Inc. (PAG. $1 Billion AUM) located in Columbia, MD is looking for a

highly credentialed, financial planning superstar that can revolutionize the financial planning

process that is delivered to Pinnacle clients. The Director will work with nationally recognized,

Michael Kitces CFP©, to create an unparalleled planning experience for clients. The new Director

will need the personality, drive and confidence to work directly with PAG high net worth clients

and one of the best wealth advisor teams in the industry.

This new position will have base compensation of $65K to $90K, incentive bonus and revenue

bonus for directly managed clients and other benefits. Expected total compensation of $125K to

$150K by end of year 3.

If you believe you are a planning superstar who can meet this challenge, we want to hear from

you. Anticipated start date is Nov 1.

Send resume to dmikulis@pinnacleadvisory.com 9/2012

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FPA National Capital Area Classified Connections Page 9 December 2012

FPA National Capital Area Classified Connections Page 10 December 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: Bonnie@StrongPracticeSolutions.com

FPA NCA Communities of Learning FPA Connect, FPA’s new social platform allows members to share best practices and expertise. FPA NCA recognizes

that some members may be interested in study groups or “communities of learning” to further develop their financial

planning expertise in different topic areas. FPA NCA would like to encourage anyone who is interested in either

facilitating or joining a community of learning to email Rita Cheng at marguerita.m.cheng@ampf.com. Some

suggested communities of learning are divorce planning, special needs planning, planning for same sex couples, just

to name a few. We are certainly open to additional suggestions and ideas.

FPA National Capital Area Classified Connections Page 11 December 2012

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.