- Remote Financial Planning Jobs: Where to Find Them and How to Get Hired in 2026
Working remotely as a financial planner or advisor has its perks. You can meet with clients on a flexible schedule and develop financial plans from virtually anywhere that has an internet connection. But how do you find remote financial planning jobs, and more importantly, what does it take to land one? Those are important questions… read more…
- How to Get a Life Insurance License
Becoming a life insurance agent enables you to sell life insurance policies and related products, such as annuities. You might consider licensure if you’d like to expand your services to target a new client base or want to apply a more holistic approach in shaping clients’ financial plans. Ultimately, though, the process for how to… read more…
- Series 65 vs. Series 66: Which License Do You Need?
A securities license can expand your career options, whether you plan to launch your own RIA or join an established advisory firm as an investment advisor representative (IAR). Your desired role and its associated responsibilities can influence which license (or licenses) you need. If you’re debating whether to pursue a Series 65 vs. Series 66… read more…
- Do Banks Hire Financial Advisors?
Financial advisors can work in a variety of environments, serving a diverse range of clients. Bank financial advisor jobs may appeal to you if you’re interested in pivoting away from the traditional RIA model or you’d like to gain experience that could help you launch a career in wealth management. It’s helpful to understand the… read more…
- Which Formulas Do You Get for the CFP® Exam?
Passing the CFP® exam is a requirement to become a Certified Financial Planner™ professional. On test day, you’re allowed to bring an approved battery-powered, non-programmable financial calculator with you. The CFP Board does not specify how many calculation questions are included on the exam, but you can prepare for them by familiarizing yourself with the… read more…
- Do You Need a Degree to Be a Financial Advisor?
Clients generally expect their advisors to understand the markets and a range of investment strategies, but where does a college education fit into that equation? CFP® professionals must hold at least a bachelor’s degree, though the CFP Board has debated whether that requirement should continue. Educational standards also vary across other certifications, with some requiring… read more…
- 5 Soft Skills Financial Advisors Should Learn and Develop
In a sales-centric industry like financial services, an advisor’s soft skills can play a direct role in their success (or lack of it). Advisors who understand how to build trust and loyalty, for example, are at an advantage when it comes to attracting new clients, retaining the ones they already have and gaining more referrals… read more…
- How to Become a Tax Advisor: Career Development, Requirements and Timeline
If you’re considering a career change or a new role in the financial services industry, you might be interested in how to become a tax advisor. Tax advisors help clients reduce their tax liability while adhering to federal and state tax rules. Moving into tax advisory services is an opportunity to refine your niche and… read more…
- How to Become a Wealth Manager: Career Development, Requirements and Timeline
Specializing in wealth management can elevate your career prospects and add more high-net-worth clients to your book of business. In terms of how to become a wealth manager, the process is similar to what’s required for portfolio management. You’ll need relevant education and experience, and many wealth managers choose to earn one or more professional… read more…
- How to Become a Portfolio Manager: Career Development, Requirements and Timeline
Moving into portfolio management may feel like a natural step if you’d like to advance your financial advisor career. It’s possible you may be able to unlock a new client base, while increasing earnings and doing work that you’re passionate about. The process for how to become a portfolio manager begins with obtaining a degree;… read more…
- How to Become a CFP®: Career Development, Requirements and Timeline
If you’d like to enhance your credibility and marketability to help attract new clients, you might be interested in becoming a Certified Financial Planner™ (CFP®). The CFP® Board, which is responsible for issuing CFP® credentials, counts more than 107,000 Certified Financial Planners™ in the U.S., as of January 2026.1 Understanding the CFP® certification process and… read more…
- Free Continuing Education Classes for Financial Advisors
Obtaining professional certifications or designations can enhance your credibility and help you attract new clients. Roughly one-third of advisors have a Certified Financial Planner™ (CFP®) credential, according to self-reported data maintained by the CFP Board.1 Maintaining your credentials often requires completing continuing education (CE) credits to ensure that you’re up to date on the latest… read more…
- Recommendations That Advisors Can Give to Clients Now
When the economy feels uncertain and market volatility increases, it’s natural for your clients to have questions about what comes next. Certified Financial Planners™ (CFPs®) report that 53% of their clients are cautious, while only 36% are optimistic, according to the CFP® Board’s 2026 CFP Professionals Financial Outlook Survey. What are financial advisors telling clients… read more…
- Guide to Financial Advisor Equity Compensation
Joining a new firm is an exciting step forward in your career. But before you can begin serving clients, you have to work out the details concerning your new role. A focal point of the negotiations may be your compensation and benefits package. And your firm may offer equity compensation in addition to your regular… read more…
- Guide to Continuing Education (CE) for Financial Advisors
Obtaining professional certifications or designations can underscore your expertise and help you attract new clients to your business. Earning financial advisor credentials typically requires a combination of education, experience and examination. Maintaining your credentials, meanwhile, may be contingent on completing additional continuing education requirements. Here’s what you need to know about continuing education for financial… read more…
- 7 Sales Skills Every Financial Advisor Needs
Mastering the art of selling is an important part of converting more prospects to clients and growing your business. Strong sales skills can not only set your advisory business apart from your competitors, it can also help you deliver a top-tier experience to your clients. Here are some strategies you can use to develop a… read more…
- Where to Find Coaching as a Financial Advisor
You want to scale your business and become the advisor that prospective clients line up for, but you’re unsure how to achieve your goals. Maybe you’ve heard about coaching for financial advisors and are wondering how it may benefit you. Financial advisor coaching programs can help you clarify your business objectives, position your firm to… read more…
- Do You Need a Financial Advisor Coaching Program?
Growth rarely follows a straight line, and it’s not unusual to encounter a series of highs and lows as you progress toward your goals. If you feel stuck in your journey, you might consider coaching to revitalize your business and get the momentum going. Financial advisor coaching programs can provide support, structure and training that… read more…
- 5 Important Tips for Financial Advisors Looking to Grow
Seeing tangible growth in your business is immensely satisfying, but it takes strategic planning on your part to generate real results. Financial services is a competitive industry, and if you’re a smaller, independent firm, it may be difficult to gain your footing. Let’s look at some financial advisor tips for growth you can begin implementing… read more…
- How to Transition Into a Retirement Planning Career
As a financial advisor, you have the opportunity to choose a niche that speaks to your interests and expertise. And retirement planning is an area that’s always in demand, as clients look for advice on developing a realistic roadmap for the future. Not to mention, it’s a potentially lucrative area of focus, as well. If… read more…
- How to Grow and Become a Better Financial Advisor
You want your business to succeed, but what does it take to go from a good financial advisor to a great financial advisor? It’s a question many advisors ask, and the answer isn’t always a straight path. Business development is part of the puzzle, but personal development is just as important. Learning how to grow… read more…
- What Are the Pros and Cons of Changing Firms as an Advisor?
If you’re looking for growth opportunities or would like to experience a different type of company culture, maybe you’re considering moving to a new firm. According to J.D. Power, a typical advisor has three or more employers throughout their career. But why do financial advisors change firms? The reasons vary depending on each advisor’s individual… read more…
- 10 Common Mistakes Financial Advisors Make and How to Avoid Them
To err is human, but when you’re trying to build a thriving advisory business, you can’t afford any missteps. Even a seemingly small mistake could cost you clients, revenue and long-term growth. Once you know the most common financial advisor mistakes, you can avoid them. Not to mention, avoid endangering your growing business. Ready to… read more…
- How to Introduce Yourself as a Financial Advisor
Knowing how to introduce yourself as a financial advisor is an important skill. Whether you’re meeting with prospective clients or other professionals, you undoubtedly want to make a strong first impression. The most effective introduction allows you to build a connection that can open the door to a deeper conversation. Ready to grow your client… read more…
- 10 YouTube Channels to Follow If You’re a Financial Advisor
YouTube is one of the most popular social media platforms, and plenty of financial advisors are leveraging it to grow their brands and share their knowledge. Among Americans who turn to social media for financial advice, 65.6% say YouTube is their preferred channel, according to researchers at the Federal Reserve Bank of Philadelphia. If you’re… read more…