Financial Planning Jobs for Career Changers
CFP® Certificants in the News
The author is frequently asked how a newly-minted CFP® Certificant finds their first financial planning job. One resource not to be overlooked is the CFP Board’s Guide to Careers in Financial Planning which “provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers.
Developed by the CFP Board Center for Financial Planning, the guide introduces readers to the financial planning profession and:
- Identifies different entry points and typical career tracks.
- Explores the types of companies that employ financial planners, from large to small.
- Highlights the personal and professional benefits of a career in financial planning, and the benefits of obtaining CFP® certification.
- Provides details on where to find financial planning careers, including questions to ask in a job interview.
The guide is based on research the Center commissioned from a team of academic scholars and industry experts. The research captured the workforce development practices of a broad variety of financial services companies as they recruit, train and develop the next generation of financial planning professionals. It included interviews with 77 company executives, talent recruiters and financial planners, representing 42 companies across the financial planning profession.” Click here to download the guide.
