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Resources for Job Seekers

Whether you are looking for your first job in financial planning or for a new opportunity that will allow your career to grow, these resources from the CFP Board Career Center can help. Set yourself up for success by taking advantage of these tools now.

Check out these job search resources

If you are trying to make a career change, want to ensure you have an edge in the job market or just aren’t getting the calls you want from recruiters, then it might be time to refresh your resume. Your resume introduces you to a potential employer, and a great resume helps you stand out from other job candidates and lead to the next step in the hiring process. You don’t have to go through your job search alone. Let one of our professional writers do the work for you. We have a variety of options available from resume critiques to fully written executive-level resumes.

Learn how to improve your resume at the CFP Board Career Center.

You don’t have to navigate the changing professional landscape on your own. Connect with a career coach through the Career Center to get support and advice that will guide you through every crucial step of your career. Whether you are looking for a new position or to grow in your current role, coaching can help you maximize your potential and find success.

Look for a career coach at the CFP Board Career Center to give your career a boost!

Wondering what to expect as your financial planning career grows? Use these resources from the Career Center to learn about average salaries in the field, the career potential you can expect, and where the profession is heading in the next few years. Plus, see how adding CFP® certification to your resume can improve your salary and boost your firm’s revenue!

U.S. News and World Report Job Rankings

The U.S. News and World Report annual Jobs Report consistently ranks financial advisor among the top 10 Best Business Jobs. In the January 2020 report, financial advisor is ranked #6 in Best Business Jobs, #22 in Best Paying Jobs, #31 in Best Jobs.

U.S. Department of Labor Outlook

The job outlook for careers in personal financial advising is very optimistic. The U.S. Department of Labor Occupational Outlook Handbook predicts above average growth of 7% through 2028. The Handbook provides additional information on personal financial advisors, like “What They Do” and “How to Become One.”

Aite Group Report

The newly published, comprehensive Aite Group Study seeks to identify and quantify differences between financial advisors who hold the CFP® certification and financial advisors who do not hold the CFP® certification. The study also compares advising practices that include CFP® professionals to those without CFP® professionals across a range of key metrics.

Summary of InvestmentNews Adviser Compensation & Staffing Survey

CFP Board has compiled a summary of this comprehensive compensation survey conducted by InvestmentNews in 2017.

Sign up for a free CFP Board Career Center account to read these reports and more on compensation in the financial advising profession.

Learn more about what your financial planning career could look like and how you can get hired in the roles that are right for you with these professional development resources from CFP Board.

 

Financial Planning Career Paths

See the opportunities that are available to job seekers through the CFP Board Career Center and learn about important trends in the financial planning profession.

Download our Financial Planning Career Path Infographic

 

Gaining Experience

As you consider your next career steps, there are many options that could help you grow professionally while earning the experience you need for CFP® certification. Hear about some of the paths to experience that CFP® professionals have taken.

View our video, Paths to Fulfilling the Experience Requirement

more ON the experience requirement for CFP® certification

Resources for Your Job Search

While you’re looking for your next position in the financial services profession, make sure you are equipped for success with these helpful job seeker resources.

Find job seeker resources

Get a resume boost when you earn CFP® certification. The financial planning profession is changing as consumers demand more trust and accountability from their planners. Get ahead of the curve by earning CFP® certification. You’ll show both employers and clients that you have the knowledge and ability to provide competent and ethical personal financial planning.

Give better advice.  Gain greater trust. Earn more income. Learn more about CFP® certification and how you can add this distinction to your resume.

 

Start your journey to CFP® Certification

  • Track your progress with the CFP® Certification Tracker
  • Post your resume at the Career Center
  • Connect with a mentor who can guide you
  • Register and prepare for the exam
  • Find career and financial support
  • Connect with other candidates at our online forum