Career advice for early career financial planners.

The average age of a CFP® professional is right around 50 which means that many advisors are closer to retirement than the beginning of their careers1. And yet, in my opinion, industry is not doing a great job providing opportunities for the next generation of planners to be client-ready (only 30% of CFP® professionals are under the age of 40). That creates a real challenge, not just for firms, but for clients who will need thoughtful guidance for decades to come.

Adam and I are in a bit of a unique spot, when it comes to this. We both have nearly 20 years of experience working with clients, building plans, and growing relationships. At the same time, we still have a long runway ahead of us, both in our careers and in how we think about the future of this firm. And because of that, we feel a responsibility to help others find their way into this profession and develop the right way once they’re here.
 

Learn With Us

We are constantly trying to learn and evolve and regularly share our thoughts on financial planning, career development, and the human side of advice through blogs and podcast conversations. As a student or early-career professional, connecting with us will expose you to our insights on what this profession actually looks like day to day and how we feel the industry (and thus our roles as advisors) are evolving. We’d encourage you to follow along and connect with us on LinkedIn!

Career Conversations

If you’re early in your career and just want to talk things through, we offer short, 15- 20 minute “Career Conversations” where you can ask questions, talk through your path, and get a better sense of what different roles in this profession might look like. Click here to schedule a time to chat!

Internships

For students looking for a more hands-on experience, we offer a paid internship designed to provide real exposure to financial planning. You’ll participate in client work, planning discussions, and the day-to-day planning operations of the firm. Check out our Internship page for more details.

Early Career Opportunities 

For those ready to take the next step, we offer early-career roles with a clear path to advising. Our goal is to help you grow into a confident, capable financial planner, not just someone who can run the tools, but someone who understands how to think, communicate, and build relationships. Check out our Financial Planner position to learn about this opportunity.

1 https://www.cfp.net/industry-insights/reports-and-statistics/professional-demographics