Financial Planner Reentry Initiative

Career Center

Financial Planner Reentry Initiative

 

The 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. The 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.

Paid return-to-work internships will be offered in 2017-18 in various locations around the country and will be posted on this webpage as they become available. 


Pilot Firms

The CFP Board Center for Financial Planning would like to thank the firms participating in the Center’s initial FPRI pilot: Edelman Financial Services and United Capital, both of which are sponsored by TD Ameritrade Institutional; Luma Wealth and Yeske Buie, sponsored by Schwab Foundation; and Fidelity Investments.

Click on the individual firm programs to learn more about their internship positions, locations and to apply. Check back often as new opportunities will be added throughout the year. 


TD Ameritrade Institutional

  Fidelity Investments  
Charles Schwab Foundation

Internships provided by: Fidelity Investments Internships provided by:
Edelman Financial Services
Opportunities Coming Soon!

RESUME Return-to-Work
Internship Program

Opportunities Coming Soon! 
LUMA WEALTH
United Capital
Opportunities Coming Soon!
  Yeske Buie

 

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.