5 Pathways to a Rewarding Financial Planner Career

financial planners
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The number of Americans quitting their jobs reached record-setting highs in 2021. According to the U.S. Department of Labor, more than 38 million people left their positions during the year. More than 4.5 million of those resignations took place in November alone.

If you were among those millions, you may be starting the new year looking for a new job -- one that offers more flexibility, work-life balance and a greater sense of personal fulfillment. If so, the financial planning profession may be a good fit for you.

CERTIFIED FINANCIAL PLANNER™ professionals work with individuals and families to review their financial situations and identify strategies to help maximize their chances of achieving life goals. They may advise clients on saving for retirement, investing money to purchase a home or start a business or paying for a child's education. Financial planners also help businesses design and manage retirement plans and other financial programs for their employees.

Financial planning positions vary widely from one company to the next, and there are numerous ways to enter this in-demand profession.

Click here to learn about five of the most common.