Articles The Place For All Things Financial Planning Jobs Goes Live!

Welcome to our website! A new career resource for those seeking financial planning jobs only and a talent resource for those seeking new hires for their organization.We invite you to establish an account to take advantage of all our site has to offer. 
The Team
Oct 8

Tis' the Season: Part II

Last month we looked at a few different ways to set yourself apart. Here are two additional tips for you as you network with employers.
1. The Resume 
You want to make sure that your resume is updated before you start handing it out to professionally dressed strangers. ...
Oct 1

Tis' the Season

It’s that time of the year again. Candidates are spell-checking their resumes, campus career centers are booked, and recruiters are on the road. It’s career fairs and interviews season. Here are two quick tips to stand out as a candidate in a career fair and during an interview. ...
Sep 1

How to Get the Job When You Don't Have Experience

Check out this great article by James Citrin recently posted to LinkedIn discussing 5 interesting ways to overcome The Permission Paradox or the common Catch-22 known as "You can’t get the job without the experience but you can’t get the experience without the job."See excerpt and link to full article below. ...
Aug 1

Making a Successful Career Change

Career changers contact us frequently inquiring about the best way to enter the financial planning profession. The list from AOL Jobs below is a good place to start. Let us know if we can help further. Good luck!
List of the Month: Switching Careers
Before quitting your job to move into a new industry, read these tips. ...
Jul 1

Do You Lack Spark

In our daily conversations with firm owners throughout the country, employers are constantly telling us that they are looking for a distinguishing "spark" in potential hires. Even though the definitions vary slightly, what they most often are referring to is initiative. ...
Jun 1

Guidelines for a Productive Summer

If you are seeking to enter private wealth management, and/or a soon to be college graduate or career changer here are some tips for maximizing your summer to position yourself for the best possible opportunities.  1. Secure an internship or at least a job shadow a few financial planners in your area. ...
May 1

Propelling Your Career Forward with the Proper Designations

 As the ranks of CFP certificants are on the rise, the CFP certification is increasingly transitioning from a "nice to have" designation to the minimum standard for financial planners. Yet as the popularity and adoption of CFP certification grows, simply having one is no longer the differentiator that it once was. ...
Apr 1

Sudden Job Offer

For those who are still trying to figure out what to do for spring break or are looking for a change of scenery :) Check out the below article on Alternative Spring Breaks
Have fun wherever you go and be safe! Also, see bottom of the page to know what to do in case you happen to get a sudden job offer while on spring break somewhere. ...
Mar 1

How to Become More Marketable

The key to finding a great position with a growing financial planning firm is to make yourself as marketable as possible. One of the ways you can do this, especially if you are looking at the Fee-Only RIA channel, is to obtain the Series 65. The Series 65 will qualify you as an Investment Advisor Representative. ...
Feb 1