Join the Team at CrossPoint Wealth Partners

Richmond, VA; Charlottesville, VA; Remote Position
Year 1 - $50,195; Year 2 - $55,315; Year 3 - $60,585; + benefits
Apr 06, 2021
Apr 15, 2021
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification

CrossPoint Wealth Partners is searching for a Resident to begin summer 2021 and is excited to learn about all the inner workings of a financial planning firm, including planning, operations, and client relationship management. The goal of our Residency Program is to provide the maximum academic and experiential learning for future planners. Over the course of three years, the CrossPoint Resident will have the unique opportunity to help create his or her specific Residency path. Our objective is to have an ever-evolving Residency program that caters to the Resident’s interests and strengths, while providing the needed experience for obtaining the CFP® designation. We will support the Resident as he or she earns related professional designations and advanced degrees. Upon the completion of a successful Residency, our Residents will have the choice to join CrossPoint permanently (given position availability), secure a top job at another financial planning firm, or go on to start his or her own firm. It is our hope that the chosen Resident would continue to share his or her success with CrossPoint.