How To Land Your Dream Job As Financial Planner

If you want to be a financial planner, the first step is to make sure you have the right mindset. You need to know how to connect with clients, how to use technology effectively for your business, and how to develop long-term relationships with clients. 

Then, once you’ve got that down pat (and it can take years), there’s still quite a bit more work involved before you start seeing significant results or income from your new career path.

How to become a Financial Planner in 2021 (Career Advice)
Pursue a bachelor’s degree in finance or a related field.
Consider obtaining certifications such as Certified Financial Planner (CFP) for enhanced credibility.
Develop strong analytical skills and attention to detail.
Cultivate excellent communication abilities to effectively interact with clients.
Stay updated on financial markets, investments, and retirement planning strategies.
Build trust and foster long-term relationships with clients.
Explore job opportunities in financial planning firms, banks, insurance companies, or as an independent consultant.
Specialize in areas like retirement planning, estate planning, or investment management.
Help clients assess their financial goals and develop personalized strategies to achieve them.
Provide guidance on budget planning, investment options, tax planning, insurance, and retirement planning.
The average salary for financial planners can vary based on experience, location, and clientele.
Continuous professional growth and expertise can lead to higher earning potential.

Determine The Scope Of Your Financial Planning Business

You will have to determine the scope of your financial planning business. Your niche and target audience should help you do this.

What is your niche? Do you want to focus on helping people plan their retirement, or maybe their estate planning needs? 

Maybe you have another area of specialization in mind perhaps some other aspect of personal finance that interests or excites you, like helping small businesses with their 401(k) plans or helping parents invest money for college savings. 

Whatever it is, identify it so that others know where they can turn when they need a financial planner who specializes in these areas.

What is your target audience? Do they include young professionals just starting, empty-nesters looking to retire soon, middle-aged individuals who want some help paying off debt and saving more money each month,,,,,,, or all three groups at once?

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Focus On Financial Planning, Not Selling Products

While it’s important to know what you’re selling and the different products or services that may be offered by your firm, know that the most critical aspect of being a successful financial planner is not how many products you sell but how well you can help your clients with their financial plans. 

If you want to succeed as a financial planner, focus on the process of helping people improve their lives through better money management not on selling more products.

The best way to get this right is by making sure that your values match those of the product lines offered by your employer. If they don’t align well enough, consider making some changes to ensure success in this line of work.”

Use Social Media To Show Your Expertise

Social media is a great way to show off your skills and knowledge. It’s also an effective way to build your reputation as a financial planner, which will help you land your dream job.

You can use social media to:

Show off your expertise. By posting about the topics you are passionate about, you’ll be able to demonstrate the depth of your knowledge on those subjects. 

This will position you as an expert in the field, which could lead employers down the line who value what makes someone an expert in their field (and not just someone who knows how to use Excel).

Build brand recognition with potential clients and employers alike by sharing content that shows off what makes YOU unique as well

Connect with other professionals in similar fields so that they know who YOU are when they need someone with YOUR expertise at some point down the line

Share knowledge freely without having it cost anything since it’s all online anyway!

Choose An Education And Certification Program

Choosing the right financial education program is an important step in your journey to becoming a financial planner. There are many different types of certification programs, and it’s important to pick one that will allow you to learn all the skills you need as quickly and efficiently as possible.

If you’re not sure where to start looking for a program, we can help! We offer several different types of courses that have helped hundreds of aspiring planners get started on their careers:

Financial planning certification programs offer a comprehensive curriculum designed specifically for people who want to become certified financial planners (CFPs). 

These programs typically take between 12-24 months and cover topics such as portfolio management and retirement planning.

Financial analysis certification programs offer a more advanced level of training for those who already hold an undergraduate degree in another field but want training specific to this industry. 

These courses generally last six months or less but require students complete at least 240 hours before graduation.

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Learn More About Personal Finance

To become a financial planner, you must first have some knowledge of personal finance. This is why we recommend learning the basics of personal finance before attempting to land this job.

Learn about the different types of financial products and how they work. Learn about different stages in life, such as early adulthood and retirement, and what those stages entail financially speaking. 

Learn about estate planning as well this will help you understand how one can prepare for future medical expenses or funeral costs that may occur later on in their life (and possibly through their finances).

Start Teaching Financial Literacy To Others

As a financial planner, you’ll be tasked with helping people make the most of their money. If there’s one thing we know about people, it’s that they don’t want to spend more than they need to. 

So why not take advantage of that and use your knowledge to gain recognition in the industry?

Teaching financial literacy classes at high schools will give you visibility and exposure in your community. You’ll build relationships with local businesses and organizations all while helping out others!

Get Some Real-World Experience

As you’re looking for a job, it’s important to get real-world experience. There are many different ways you can do this. You could volunteer at a nonprofit or other organization, work with a CFP professional, work at a bank or other financial institution, work at a brokerage firm,,,,,,,, and so on.

Another option would be to intern at one of these places while you’re in school. This way you can learn what it’s like working in the industry without having any pressure hanging over your head about getting hired after graduation.

Perfect Your Résumé And Cover Letter

Before you start writing, create a résumé template. You can find a good one online or in any bookstore. A well-written résumé makes it easier for the reader to understand how your skills and education make you qualified for the job.

If you’re applying for an entry-level position with no experience, put your most relevant skills at the top of your résumé first. If you’re applying for a managerial role, put this information at the bottom of your résumé after any previous management experience has been listed.

Use bullet points when describing previous work experience this allows readers to quickly scan through what matters most about your past roles without being overwhelmed by text on every line of each job description.

A font size between 10–12 points is generally easy to read on paper; however, many employers prefer 12-point fonts because they allow more space between lines so they don’t have as much difficulty reading paragraphs.

While they go through stacks of applications during hiring processes (which often include hundreds or thousands). Some fonts are easier than others (Times New Roman versus Arial), but there’s no need to worry too much about this; 

If it looks fine in Microsoft Word then chances are it’ll look just as good when printed out by an employer who wants something simple.

But easy enough not only themselves but anyone else looking over their shoulder immediately recognize what they see on page one at first glance (i).e., some basic information such as name/job title/phone number(s)/email address should always appear clearly enough even if someone doesn’t know exactly what those things mean yet!

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Find A Mentor From Whom You Can Learn

Finding a mentor is one of the most important things you can do to ensure your success. A mentor is someone who has already succeeded in what you want to do, so they’ll likely be able to give great advice and feedback on your path forward. 

Ask questions like: What have been the most important lessons learned throughout your career? How did you get started in this field? If there was one thing that helped propel your career forward, what would it be?

A good way to find a mentor is by networking with people who are currently working in fields related to yours doctors can be great mentors for nurses or physical therapists; lawyers for paralegals;

Financial planners for accountants or stock brokers; painters for graphic designers or illustrators the list goes on! 

Don’t worry about asking someone out of their comfort zone because you’re not looking for a specific answer from them; instead,,,,,,,, just try asking them how they got started in their chosen profession and see if that sparks some inspiration within yourself.

Set Short-Term Goals

Setting goals for the next week, month, and year is a great way to get started on your journey. Once you’re feeling more comfortable with this process, try setting goals for five years from now! 

Try to think even further out: 10-year and 20-year goals can help you set long-term objectives that will help guide your financial planning efforts in the future.

You can also use these short-term and long-term goals as stepping stones toward reaching larger ones. 

For example, if one of your long-term financial goals is saving enough money for retirement at age 65 years old which would take 40 years at $1 million per year then you might want to start working on saving just enough money each year so that when it comes time for retirement (and hopefully not before), there will be no regrets over having saved too little or too much. 

This helps make sure that every dollar saved will go towards its intended purpose without any wasted effort or potential regrets later on down the line!

Understand All The Steps

Begin by understanding the steps you need to take, how long each one typically takes, and any associated costs. For example, if you plan on applying for a securities license in your state, it will require around 100 hours of coursework and roughly $2,000 in application fees. 

In addition to the cost of obtaining a securities license (which varies), there are other risks like failing the exam or not passing background checks.

Continue your education.

You don’t have to be a lifelong learner to become a great financial planner, but it does help. Financial planning is constantly evolving, and you need to keep up with the latest trends and changes in the industry.

Continuing education courses are one of the best ways for you to continue learning about personal finance. They also provide other benefits:

  • Continuing your education makes you more marketable as an employee and increases your chances of getting hired by companies that offer training programs.
  • Continuing your education will help you learn new skills and gain experience working with clients that could benefit your career in future jobs or consulting gigs.

Get An Internship

Internships can be a great way to get experience. You’ll have the chance to work with different people and see what it’s like in the field you’re interested in. 

If you’re lucky enough to get an internship while still in college, your education will be all the more valuable when it comes time for your first job interview after graduation.

But did you know that there are also paid internships out there? Well, there are! And if money is an issue for you right now which is understandable! then this is a great way to make sure that your hard work pays off down the road. 

It’s worth noting that these kinds of opportunities tend to go quickly: if someone offers one up at their company or organization, they’ll probably want someone from day one (and not just once or twice). But who knows? Maybe something will open up later on down the road!

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Link Up With A Mentor

As you continue your career as a financial planner, it’s important to connect with people who can help you find your footing. This can be especially true if you’re not familiar with the industry and don’t have much experience in general.

In addition to helping you learn new skills, mentors can also guide on critical issues like how to overcome obstacles at work and make friends in your community.

Finally, mentors play a key role in helping their mentees grow as individuals through feedback and constructive criticism.

Take On A Job In Personal Finance

As you’re starting in the financial planning industry, it’s important to be proactive in your job search. This means not just waiting for an opportunity to come along but actively seeking out what opportunities are available and how you can get them.

One way to do this is by looking into temp agencies and other similar companies that give people jobs based on short-term contracts. 

In these situations, individuals may not be looking for permanent employees but rather workers who can help them complete a project quickly and efficiently.

So that they can move on to other projects (and because temp agencies charge clients based on how long someone works with them). 

This means that if you know what skills you have or would like to develop and approach a temp agency with them in mind, there’s a good chance they’ll find something appropriate for you!

Of course, the same could be said about any type of job search temporary or otherwise: If there are certain types of roles (or even industries) that interest you but don’t seem immediately accessible, then start by learning more about those areas until they become more familiar territory. 

Once this has happened, apply for positions within those fields as if nothing were stopping you from doing so! 

And remember: self-awareness plays an important role here too; if there are aspects about yourself that might stand out negatively during an interview process.

Whether obvious ones such as being inexperienced or subtle ones like being shy then spend time either improving upon those traits or finding ways around them entirely through coaching sessions before going through this whole process again!

Consider CFP Certification And Other Designations

The Certified Financial Planner™ (CFP®) designation is the gold standard in the field of personal financial planning. 

It’s earned by completing a rigorous, three-part process that includes a series of exams over two years and ongoing continuing education courses.

But there are other designations you should consider as well:

The CERTIFIED FINANCIAL PLANNER™ INSTITUTE (CFPI) offers two other designations: Certified Student Advisor™ (CSA) and Associate Wealth Management Advisor™ (AWMA). 

Both have their own sets of requirements, including the completion of an online learning module on personal financial planning concepts and techniques.

The CERTIFIED FINANCIAL PLANNER™ IN FOUNDATION offers one designation the Personal Financial Specialist (PFS). To become certified as a PFS, you must take four online classes covering topics such as taxes; estate planning; retirement planning; 

Investments; insurance products; debt management strategies; financial risk management strategies; business succession planning issues affecting businesses headed by owners over age 50 who wish to transfer ownership without selling out completely while they’re still alive!

Participate In Your Local Community And Network

You can start building your network by joining the local community. This doesn’t have to be a formal group, but it should be something that you can regularly participate in. For example:

Join a professional organization. Many organizations do this, from the National Association of Personal Financial Advisors (NAPFA) to FPA: The Financial Planning Association. 

You should also consider joining groups specifically related to financial planning or personal finance as well as groups that are not necessarily tied to your profession but allow you to meet people outside of work and build new relationships.

Join a local financial planning association. Many associations serve specific areas or industries for example, if you want to find one in your area, try searching online using keywords like “financial planner Massachusetts” or “CFP professionals Detroit.” 

You can also search LinkedIn for “local” associations and then send messages out individually asking if they would be willing to let someone join as an individual member instead of just paying dues through their employer (this may help attract more people who aren’t already members).

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Create A Solid Online Presence

Create a website. You probably already have one, but if you don’t, create one! This can be as simple as setting up a WordPress site and using it to show off your work.

Use social media for networking. Social media is a great way to network with people and also to build up your online presence so prospective employers can find you easily when they search online.

Create a blog that shows off your expertise in the financial planning field or related fields like accounting or business management (if you’re still an undergraduate). 

If possible, try to do this while working at least part-time at an established financial planning firm; this will help ensure that your blog stays on track with current trends in the industry while giving employers something else they can see on the resume other than “I’m good at blogging.”


As you can see, there are many things to consider when you’re trying to land your dream job as a financial planner. But it’s not impossible! 

Just make sure that you focus on building your brand and showing off your expertise in the field. If you have any questions about this process or want some more advice on how to get started with becoming a CFP, please contact us at [insert contact info]!

Further Reading

How I Finally Found My Dream Job as a Financial Planner: Discover the personal journey and insights of a financial planner who successfully landed their dream job, providing inspiration and guidance for aspiring financial planners.

Financial Advisor Interview Questions and Answers: Prepare yourself for a financial advisor interview with this comprehensive collection of common interview questions and expert answers to help you showcase your knowledge and skills.

Degrees and Careers: Financial Advisor: Gain a deeper understanding of the educational path and career prospects as a financial advisor through this informative article, exploring degree options, job responsibilities, and industry trends.

Now, let’s move on to the FAQs section based on the semantic of the title. Here are five questions and answers in H3 format:


How do I become a financial planner?

To become a financial planner, you typically need to earn a bachelor’s degree in finance, economics, or a related field. Additionally, pursuing certifications such as Certified Financial Planner (CFP) can enhance your credibility and job prospects in this field.

What skills are essential for a successful financial planner?

Successful financial planners possess strong analytical skills, attention to detail, excellent communication abilities, and a deep understanding of financial markets, investments, and retirement planning strategies. Additionally, interpersonal skills and the ability to build trust with clients are crucial for fostering long-term relationships.

What job opportunities are available for financial planners?

Financial planners can work in various settings, including financial planning firms, banks, insurance companies, or as independent consultants. They can also specialize in areas such as retirement planning, estate planning, or investment management.

How does a financial planner help clients?

A financial planner helps clients by assessing their financial goals, analyzing their current financial situation, and developing personalized strategies to achieve those goals. This may involve creating budget plans, recommending investment options, providing tax planning advice, and offering guidance on insurance and retirement planning.

What is the average salary for financial planners?

The average salary for financial planners can vary based on factors such as experience, location, and clientele. According to industry reports, the median annual wage for financial advisors was around $89,330 as of 2020. However, earnings can significantly increase with expertise and a robust client base.