Careers
Resources, education pathways, and role guides for aspiring financial planners.
Resources
Find your starting point
Resume and interview
Get expert guidance on crafting compelling resumes, preparing for interviews, and optimizing your LinkedIn profile for financial planning roles.
Resume Templates
Download polished templates designed specifically for aspiring financial planners.
Interview Prep Guide
Gain confidence through interactive sessions that help you present your best self to firms.
Social Media Prep
Review the best practices for social media use. Prepare your public image for the financial planning field.
Education and certifications
Navigate pathways to professional designations including CFP®, ChFC, CFA, and other credentials essential for financial planning careers.
Certification Overviews
Understand key credentials like CFP®, ChFC, and CFA to guide your professional growth.
Educational Pathway Videos
Watch quick explainer videos outlining steps toward certification success.
Approved Education Providers
Connect with trusted institutions offering accredited financial planning programs.
Career pathways
Discover various roles in financial planning, from paraplanner to operations, client service, compliance, and advisory positions.
Interactive Career Roadmap
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Success Stories from Professionals
Gain confidence through interactive sessions that help you present your best self to firms.
Role Descriptions & Requirements
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Get Involved
Explore every career path
From your first role to leading a firm — see where you could start.
Client-Facing Roles
Career support and guidance
Support clients throughout their financial planning journey by managing communication, scheduling reviews, and handling administrative requests. This role builds the foundation for long-term client relationships and firm efficiency.
Financial advisor
Work directly with clients to assess goals, develop strategies, and manage portfolios. Advisors combine analytical skill with empathy and communication to guide clients toward long-term financial success.
Associate Financial Advisor
Grow firm visibility and client acquisition by developing marketing initiatives and outreach strategies. This role blends relationship-building with an understanding of client servicing, financial planning, and investment services.
Operations and Compliance
Paraplanner
Assist financial advisors with research, data entry, and client documentation. Paraplanners play a vital role in preparing reports, organizing client meetings, and ensuring planning recommendations are accurate and compliant.
Operations specialist
Keep planning firms running smoothly by managing systems, workflows, and data management tools. Operations specialists focus on improving processes and ensuring accuracy in day-to-day firm operations.
Compliance analyst
Ensure adherence to regulatory standards and protect both clients and firms through careful policy implementation and auditing. This role requires detail orientation and knowledge of financial regulations.
Analysis and Growth
Investment analyst
Provide research and data analysis to support investment decisions within advisory firms. Analysts interpret trends, monitor performance, and help advisors deliver sound investment recommendations.