Free FPA Software Training Session

Market Trading Profile

Event May 27, 2009

Event May 19, 2009

Recruitment Fair

TSAA January Event

Paid seminar in January

Venture Capital Dec 11

Private Equity Strategies in Difficult Markets

Field Trip

Venture Capital Event October 16, 2008

SIFF Event

Wyckoff Event

Stalla Event

[July 22nd, 4-6 PM, RSVP req'd] Back to the Basics: the Trend is Still Your Friend

(July 21st, RSVP req'd) The U.S. Housing Crisis and the Credit Crunch: How it is Impacting World Finance

Stella CFA review (a joint event with GGU Chinese student association)

From: GGU Chinese
Date: Tue, Jul 8, 2008 at 1:21 PM
Subject: Stalla CFA Review
To: lizzyhu@gmail.com


If you have trouble viewing or submitting this form, you can fill it out online:
http://spreadsheets.google.com/viewform?key=pn63sy7kwR03VP6m1sK5bZw&email=true

Stalla CFA Review
Stalla CFA Review is invited to give a presentation on campus now.
CFA (Chartered Financial Analyst) designation, like CPA license, is one
of the profession's most valued credentials. Stalla CFA Review has more
than 30 years experience in guiding candidates to mastery for the CFA
Exams. All GGU students are welcomed to attend this event.
The presentation will cover the information on CFA exam, its value, and
Stalla CFA Review courses. Individuals will be given time for asking
questions as well.
The following two time schedules require students to vote for
attendance within recent two weeks so that we could determine the exact
date for the majorities:

1. July 31 (Thursday): 1:30-3:30 pm
2. August 2 (Saturday): 1:30-3:30 pm

If you are interested in this event, please fill in the form by following the link below:

http://spreadsheets.google.com/viewform?key=pn63sy7kwR03VP6m1sK5bZw&email=true

Current Employment Trends in Finance (July 16th, 4 PM - 5:30 PM)

Risk Management in a Deleveraging Environment (Tuesday, July 8th, 3 -5 PM)

Financial Position May 2008

End of Semester Party!

FPA April 2008 Event

Business Leadership Forum

Real Estate Pannel

Financial Planning Associate Position

Financial Planning Associate

Ballou Plum Financial Advisors is a unique team of financial professionals offering
customized private wealth management solutions for an affluent clientele. Our
office environment is professional and personable. Our distinctive office culture is
forward thinking, which provides opportunities for personal professional development
for individuals willing to rise to a challenge. Successful candidates will be self-
motivated, interested in career advancement and possible equity opportunities as
well as possess a desire to develop meaningful relationships with clients and team members.

Does this sound like you?

Responsibilities will include, but are not limited to:

Organize and oversee the work flow within the office as it relates to the Financial Planning process for clients
Organize the preparation of financial planning meetings
Record, monitor and follow through with all meeting result tasks
Address client requests/needs regarding planning related items and perform and report on research for items related to ongoing client needs
Evaluate and advocate resources and improvements to the systems, processes, procedures and software used to deliver services to clients. Assist in the implementation of changes and improvements as agreed to by the planning team
Stay abreast of developments, trends, practices and legalities in the financial planning industry
Attend and conduct financial planning client meetings with Principals (and sometimes without) as appropriate

The successful candidate will meet the following requirements:
Bachelor’s degree
CFP or enrollment in CFP program required
Insurance and Securities licenses preferred, or within six (6) months of hire date
Minimum 2 years of financial planning experience required
Comfortable working with financial planning and investment management software
Expert computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint
Strong math and analytical skills
Excellent oral, written and interpersonal communication skills
Motivated to both participate in as well as lead when appropriate in a team planning approach.



Ballou Plum Financial Advisors is located in Lafayette, California. We offer competitive pay and benefits and a comfortable and friendly work environment. If you would like a chance to join our dynamic, energetic and personable team, please email ALL of the following in WORD or PDF format to lynn.ballou@lpl.com (1) cover letter summarizing position-related experience; (2) resume; (3) salary history.

Incomplete submissions will NOT be considered. No phone calls, faxes or walk in visitors please.