- How to Find a Remote Job as a CFP Financial Advisor
Becoming a certified financial planner (CFP) can open new career opportunities, including the possibility of remote work. While some firms that hire financial advisors prefer them to work in-house, others are comfortable allowing them to work virtually on a part-time or full-time basis. If you’re interested in CFP remote jobs, it helps to know where… read more…
- Choosing Financial Advisor vs. Financial Analyst for Your Career
When considering a career path in the financial sector, two common options often come to mind: becoming a financial advisor or a financial analyst. Both roles offer unique opportunities and challenges, appealing to individuals with different skill sets and career aspirations. While financial advisors primarily focus on providing personalized financial guidance to individuals and families,… read more…
- Example of How to Build a Strong Financial Advisor Resume
Whether you’re looking for your next role as a financial advisor or your first one, a carefully crafted resume is a must in a competitive job market. If you haven’t updated your resume in a while or you’re creating one for the first time, it’s helpful to know what to include that will grab a… read more…
- What Is the CFP Capstone Course?
Acquiring a Certified Financial Planner (CFP) credential could broaden your career horizons and help you grow your book of business. There are several requirements financial professionals must meet, including completing the CFP Capstone course. The course is designed to enhance your knowledge and skillset in preparation for working with clients and is required for all… read more…
- Pros and Cons of an Investment Manager Career
Investment management can be a demanding profession but one that may offer lucrative rewards. Financial managers earned a median annual salary of $139,790 in 2022, according to the Bureau of Labor Statistics. Is investment management a good career path for beginners in the financial services industry? It could be for advisors who have the experience… read more…
- Popular Financial Influencers for Advisors to Follow
Financial influencers or ‘finfluencers’ have proven to be a popular, though unconventional, source of information and education for people who are interested in learning more about money. While many of the top influencers tailor their content to investors and everyday consumers who are navigating the realm of personal finance, some speak directly to the interests… read more…
- 7 Investment Books Every Advisor Should Read
Knowledge is a powerful asset and one that requires ongoing cultivation as an advisor. Devoting time to reading books about investing is one way to expand your expertise so that you can better serve your clients while becoming a savvier investor yourself. With so many books to choose from (and so little time in your… read more…
- 9 Entry-Level Jobs to Help You Break Into Wealth Management
A successful career in wealth management demands patience, perseverance and continuous learning. And, for those willing to put in the effort, the wealth management industry can offer rich rewards. Here are nine popular entry-level jobs that can help you get into and develop your experience in wealth management. Ready to grow your advisory business? SmartAdvisor… read more…
- 5 Financial Psychology Certifications for Financial Advisors
Financial psychology certifications can demonstrate expertise in the ways that psychology and personal finance intersect in a client’s attitudes, beliefs and behaviors that influence their financial decisions. These certifications can differentiate you in a competitive marketplace and potentially lead to increased income and credibility. Ready to grow your advisory business? SmartAdvisor can connect you with… read more…
- What It’s Like to Work as a Financial Planner
Entering a career in financial services can offer plenty of opportunities for advancement and high earning potential. Some professionals work as financial advisors while others choose to work as financial planners. While the titles sound the same, there are some differences in what a financial planner job entails. Add new clients and AUM at your… read more…
- Great Books for Professional Stock Traders
Stock trading is something of an art and just like painting or sculpture, it’s open to interpretation. That’s reflected in the sheer variety of investment theories and strategies advisors utilize to navigate the markets. If you’re interested in expanding your knowledge to serve your clients better, there are quite a few books for traders you… read more…
- Average Salary for Financial Paraplanners
Paraplanners are professionals who work with financial advisors and financial planners in a support capacity. A career in paraplanning can be a stepping-stone to becoming a financial advisor or planner, as it can be an opportunity to gain valuable work experience within the financial services industry. If you’re considering this type of role, you may… read more…
- Where to Find Financial Planning Jobs
Financial planning positions offer an opportunity to do work that you enjoy while potentially earning a highly competitive salary. If you’re fresh out of college or making a transition to financial services from another field, you might be wondering how to find openings that look promising. There are several possibilities for finding available financial advisor… read more…
- What Jobs Can You Get After Earning a CFP?
The Certified Financial Planner (CFP) designation is granted by the Certified Financial Planner Board of Standards, Inc. (CFP Board). It indicates proficiency in education, examination, experience and ethical standards. CFP® professionals work in a number of capacities, from financial planners guiding individuals through key life milestones to wealth managers offering specialized services to high-net-worth clients.… read more…
- 5 Online CFP Programs
If you’re looking to become a Certified Financial Planner™, passing the CFP® exam is an important step. Preparing for the exam requires careful planning, including completing the required coursework through a CFP® Board Registered Program. With over 300 programs available, selecting the right online CFP® program will depend on factors such as your personal goals,… read more…
- What Are CFP Marks?
Becoming a Certified Financial Planner™ is something you might consider if you’d like to expand your business services and attract new clients. Incorporating CFP® marks into your marketing and promotional materials can lend credibility to your brand. However, there are strict rules that govern when and how you can use them. Are you looking to… read more…
- Differences Between 3(21) and 3(38) Fiduciary Advisors
The Employment Retirement Income Security Act (ERISA) outlines the rules for employee benefit plans, including the different types of fiduciaries associated with these plans. ERISA distinguishes between 3(21) fiduciaries, who are investment advisors, and 3(38) fiduciaries, who are investment managers. Each one plays an important, but unique, role in the administration of workplace benefit plans.… read more…
- How Much Can Financial Advisors Make at Morgan Stanley?
Financial advisors at Morgan Stanley can make from $97,000 a year on the low end to $475,000 at the top, according to various sources for data on advisor pay. These figures are for total compensation including bonuses and commissions, which can vary widely depending on the individual advisor’s clientele, experience and other factors. Earnings from… read more…
- Important Skills Every Financial Advisor Should Possess
Being a successful financial advisor requires more than just the right certifications and licensing or knowledge of financial planning. There are also certain hard and soft skills that advisors need to master in order to deliver top-tier service to their clients and grow their practices. Developing these financial advisor skills can take time but the… read more…
- A Guide to Financial Advisor Development Programs
Embarking on a career as a financial advisor requires the proper education and certification to ensure that you’re qualified to offer advice to clients. Many firms offer development programs that are designed to prepare you for your entry into the financial services industry. Joining a financial advisor development program could help you build a solid… read more…
- Do Financial Advisors Need to Work With a Coach?
Achieving your goals as a financial advisor may be easier when you have someone to guide you along the path. That’s where financial advisor coaching comes in. A coach can help you to fine-tune your strategy for growth and become a better advisor. Considering the potential benefits and return on investment can help you decide… read more…
- Financial Advisor Job Outlook for 2025 and Beyond
Over the next decade, the job outlook for financial advisors looks extremely promising, with abundant opportunities nationwide. The Bureau of Labor Statistics predicts employment of financial advisors will expand much faster than the average occupation. Growth is concentrated in cities with strong financial services sectors, but jobs can be found almost anywhere. An aging population… read more…
- How Long Does It Take to Get Your CFP?
Understanding the certified financial planner (CFP) certification, the steps involved and how long it takes, can help new financial advisors and those looking to progress their career start planning the process. While it typically takes 18 to 24 months to complete, there are many things that could impact the CFP timeline for you. Here’s what… read more…
- How to Become an Independent Financial Advisor
Becoming an independent financial advisor can give you freedom and flexibility to serve the type of clients you’re most equipped to help. By 2027, independent and hybrid RIAs are expected to control nearly one-third of asset market share, growing at a faster rate than any other advisor channel, according to Cerulli Associates.1 Choosing independence opens up… read more…
- How to Find a Financial Advisor Internship
Financial advisors often credit their successful careers to the insights and experience gained during internships, underscoring the significance of such opportunities. A financial advisor internship is a valuable stepping stone into the finance industry, a chance to apply classroom knowledge in real-world situations. Here’s a breakdown of what these internships entail, the types of companies… read more…