Public Policy Counsel - Financial Planning Association


Date: Sep 23, 2022
City: Denver, CO
Salary: $95,000 - $110,000 / year
Contract type: Part time
Job Description:

PuzzleHR is a premier HR service provider recruiting for this position on behalf of Financial Planning Association.

Now Hiring! Public Policy Counsel

Location: Denver, Colorado

Salary: $95,000 to $110,000 annually

Schedule: Part Time Independent Contractor

Who we are:

The Financial Planning Association (FPA) is the leading membership organization for Certified Financial Planner professionals and those engaged in the financial planning process. FPA is a partner in planning by helping clients realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

Job Summary: Public Policy Counsel is a part-time position that oversees the development and implementation of FPA\'s public policy and advocacy strategies as they relate to current and proposed legislation and regulations that impact financial planning professionals, with a specific scope focused on (a) how financial planners charge fees, (b) financial literacy, and (c) tax deductions or credits for financial planning fees. FPA seeks to hire a consultant for this position.

What You\'ll Do:
  • Consults with and advises the Chief Executive Officer on key public policy issues within the position\'s scope (see above).
  • Track legislation and regulations pertinent to FPA and/or financial planners through FPA GovHawk.
  • Primary liaison to FPA\'s state Advocacy directors.
  • Liaison to any national public policy coalitions, existing or new, specific to the position\'s scope.
  • Facilitates advocacy-related issues for the FPA\'s Political Action Committee, supports the FPA Political Action Committee Board, and manages related events.
  • Works with FPA chapters and state councils to support State advocacy days.
  • Creates and manages FPA\'s DC Advocacy Day. Partners with the FPA Meeting and Conferences Department to manage contracting with hotels, food, and beverage, and creates a half-day education symposium.
  • Manages Voter Voice to engage FPA Members to contact their elected officials.
  • Researches, analyzes, prepares, and submits (subject to FPA approval) public policy comment letters to state/federal regulatory bodies, state legislatures, and Congress.
  • Drafts fact sheets on legislative/regulatory issues for elected officials and FPA Members.
  • Informs and trains chapter and council leaders on federal advocacy issues.
  • Consistently and continuously communicates with FPA leaders, staff, and Members about FPA\'s advocacy efforts and promotes the value of such efforts.
  • Other duties as assigned.
What You\'ll Need:
  • Juris Doctor degree required.
  • Active admission to domiciled state bar preferred but not required.
  • 5-6 years of experience in the public policy arena, at either the state or federal level, required.
  • Familiarity with issues related to the financial services landscape is strongly preferred but we are open to a compelling candidate.
  • Familiarity with Federal PACs required.
  • Ability to work with many different types of groups and individuals, ranging from FPA volunteers to organizational partners to policy makers to FPA employees, all in the context of a trade association ecosystem with a large national membership contingent.
  • Superior communication skills, written and oral, necessary to be able to translate complex policy issues and make them easy to understand and accessible to FPA leaders and Members.
  • Highly motivated, proactive, and self-directed with an ability to work collaboratively with other organizations and individuals, both internally and externally.
  • Ability to speak persuasively on behalf of FPA and its Members before policy makers and their staff in private and public settings.
  • Experience in exercising judgment and delivering high-quality results.
  • Must be able to work in a fast-paced environment.
  • Travel required to FPA Board of Director meetings (typically 4 times per year); FPA major conferences (typically twice per year); and other occasional travel as necessary.
  • Highly skilled in virtual meeting technology (Teams, Zoom, etc.)
An Equal Opportunity Employer

FPA views diversity as an integral part of our culture and identity and we strive to create an inclusive culture where our differences are seen as a value for the association. We\'re committed to building an organization that encourages collaboration and creativity and where people thrive by being themselves and can do their best work as part of our team.

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