Financial Planning Career Paths: Building More Sustainable and Successful Businesses

CFP3

 

Financial Planning Career Paths: Building More Sustainable and Successful Businesses, from the CFP Board Center for Financial Planning, helps firms in our profession with recruitment, onboarding, training, career development and retention.

The comprehensive workforce development guide highlights the importance of clear and transparent career advancement to attract and retain the next generation of financial planners. It helps firms structure and effectively communicate career path opportunities by examining the 5 rungs of the financial planner career ladder:

  • Analyst
  • Associate Advisor
  • Service Advisor
  • Lead Advisor
  • Partner 

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