Financial Planner: Role, Salary, Skills, and Career Path

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...
Financial Advisor

Impactful Financial Planning Considerations For Mid-Career, High-Net-Worth Earners

Avi Deutsch is a managing director at Robertson Stephens, where he advises on portfolio management, financial planning and social impact investing. Deutsch especially enjoys working with tech ...
Tyler Morning Telegraph

Your Guide to Financial Planning Careers

(StatePoint) The demand for financial planners is on the rise, making this an attractive professional path for anyone to consider, from students to career changers. With the goal of promoting a ...
Financial Planning

Many students still haven't heard of financial planning careers — what needs to change

George Allen, Caleb Hoopes and Christopher Olsen (left to right) of Texas Tech University were the winning team at the 2023 Financial Planning Challenge which concluded in Phoenix. "I've seen their ...
Nasdaq

Financial Planning Careers Are Open for Business

In preparation for the post-college scramble for jobs, students often migrate toward familiar professions. But many students searching for a career in a prominent field pivot to something else before ...

Scholarships and Grants for Aspiring Financial Advisors: Start Your Career

Discover scholarships and grants for aspiring financial advisors to fund your education and start your career in finance. The ...
Post-Bulletin

What to Know About Financial Planning Careers

(StatePoint) Considering a career in financial planning? Those in the industry point out that financial planning provides opportunities to chart one’s own path, maximize growth potential, and maintain ...
Financial Planning

Career changers reflect on the many paths into financial planning — and offer advice on making the switch

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. And now ...
Arizona Daily Star

Is Financial Planning The Right Career Path for You?

(StatePoint) Interested in launching a financial planning career but not sure if it’s right for you? With its many different career tracks and specialties, financial planning suits a range of ...
Morningstar

Study Reveals Financial Planning Profession Aligns With What Women Want in a Career

The financial planning profession offers exactly the qualities many women college students and career changers are seeking, according to CFP Board’s latest research report Advancing Women in Financial ...
Times of San Diego

Opinion: Three Reasons Why Gen Z Women Should Consider a Financial Planning Career

Most people have some idea of their desired future. Whether it’s saving up for that big purchase, such as their forever home, or contributing to their 401(k)s or IRAs to avoid running out of money in ...