Financial Planner Re-entry Initiative

Career Center

Financial Planner Re-entry Initiative

FPRI logo

 

FPRI TestimonialThe CFP Board Center for Financial Planning, in partnership with career reentry firm iRelaunch, has created the Financial Planner Reentry Initiative (FPRI) to connect firms in the financial planning sector with experienced professionals seeking to reenter the workforce after a career break.

FPRI supports firms in establishing return-to-work internships that create a pathway to employment for returning professionals and allows employers to increase the number of mid- to senior-level professionals in their ranks. FPRI is modeled after similar programs that have been proven successful in other areas of financial services, as well as in engineering and technology sectors.


2019 Internship Opportunities

Paid return-to-work internships will be offered in 2019 in various locations around the country. Below are the links to the internship programs at firms currently participating in FPRI. Click on the individual programs to learn more about the positions, locations and to apply.

Positions will be posted on this page as they become available. Check back often as updates will be made regularly. You can also indicate your interest by uploading your resume and completing the “Contact Us” form below. 

 
Ayco

Information Coming Soon.


Carson Wealth



Information Coming Soon.

 
Colony Group


Information Coming Soon.

 Fidelity

RESUME Return-to-Work
Internship Program

 
Moisand, Fitzgerald, Tamayo


Information Coming Soon.

 NWM Austin & SA

Information Coming Soon.

 SBSB


Financial Planning Return-to-Work Internship

 TD

Financial Consultant Development
Academy (Re-Entry) - Columbia, MD

 
Vanguard

2019 Applications are now closed. Please check back in the fall.

 

FPRI White Paper

FPRI White PaperIn December 2018, the CFP Board Center for Financial Planning published a comprehensive white paper detailing outcomes from the initial pilot of the FPRI. The white paper, Financial Planner Re-Entry Initiative: Career Path for Professional Women in Financial Planning, discusses the pilot program’s model and its key components, initial hurdles, successes and outcomes shared by the participating firms, as well as insights from re-interns and firm program managers. 

Firms that participated in the initial FPRI pilot included: Edelman Financial Engines and United Capital, both of which were sponsored by TD Ameritrade Institutional; Luma Wealth and Yeske Buie, sponsored by Schwab Advisor Services through the Schwab Foundation; and Fidelity Investments.



Submit Your Résumé

If you would like to be considered for upcoming return-to-work internship opportunities, please upload your resume through the CFP Board Career Center. Please tag your resume with “Financial Planner Reentry Initiative” in the “Career Job Title” field.

You will need to create an account with CFP Board if you don’t already have one.


For Candidates

Please note that uploading your resume through the CFP Board Career Center does not constitute an application for FPRI internship programs. A separate application is required for each program. Links to job descriptions and application forms will be listed on this page as they become available.

We also encourage you to complete the "Contact Us" form below to receive email notifications about future openings. 

Opportunities will be open to qualified professionals who are returning to the workforce after a career break. Additional qualifications, including minimum length of career break and minimum years of work experience, will be outlined in job descriptions provided by the participating employers. 


FAQ

Do you have questions about FPRI and the CFP Board Center for Financial Planning?

Please visit our online FAQ


Contact Us

Candidates

Complete the form below to receive email notifications about upcoming FPRI internship opportunities

Employers

If your firm is interested in FPRI, please complete the form below and a representative will follow up with you.


Type of Inquiry

If you have a specific comment or question that's not addressed on the FAQ page, please submit it through this field.