We know you’re probably busy learning all about building plans, analyzing investments, and mastering software…
but we’ve also learned these things aren’t enough to land a job.
After having 100's of conversations with new or soon to be Financial Planners, we've compiled the questions, experiences, and ultimately the biggest worries while starting a career as a Financial Planner.
While we love answering questions, we've gone the extra mile to create reflection exercises to help you formulate the best game plan for your specific situation, and share wisdom when we can.
At the end of the day, the curriculum is designed to make you think! There are no silver bullet answers! But we have heard the material has helped those who've completed it figure out "what's next".
We wouldn't be here today if it weren't for the countless resources (people, podcasts, research) we had access too. We've compiled some of our favorites, and made them easy for you to use on your own.
You'd be surprised, but the majority of the information you need to learn about a firm or Financial Planner is actually public. We'll walk you through how to make the most of this, and save yourself time and energy.
Last but certainly not least, we want to be a resource to you! If there's anything we can add, find, or clarify, never hesitate to say hello!
It's not just what we think or what we did! We've had conversations and received input from REAL FINANCIAL PLANNERS we've connected with throughout our careers. They wanted to share a few tips and tricks with you, too.
Hear their stories of what it was like when they started out their career, what to watch for in early jobs, what they would have done differently, and what you'll want to think about when getting started.
A good number of these stories come from Financial Planners who own their own firms, too. They also share what they look for when thinking about hiring someone just like you.
Jared has had the pleasure of spending his entire professional career working with RIA Firms. He’s worked as a W-2 Employee, 1099 Contractor as a Paraplanner, and now co-owns a firm.
While Financial Planning is his first love, he is equally interested in everything else that goes into running a small firm. He is currently the Chief Operations Officer (COO) and Partner at Brownlee Wealth Management.
After starting his career in the Broker-Dealer world, Matt worked for several smaller Fee-Only Financial Planning firms before ultimately starting his own firm, Harmony Wealth, in 2021.
While his first role was mainly a sales job, he has served both virtually and in-person as a Paraplanner, and now runs his own firm where he serves Medical Professionals (Nurses, Physicians, etc.) and Small Business Owners.
As they say, knowing what you're up against is half the battle.
We're here to work alongside you as you enter the Financial Planning profession. We'll share with you some of the inside tips, tricks, and rules of how to navigate various sizes of firms, compensation models, and work environments.
As an added bonus, we have some reflection exercises for you to take the information and develop your own understanding of what you hope to find in your early career as a Financial Planner.
Set your sights on your "next best step".
In this phase of our course, we'll cover everything from researching firms and how they serve their clients, to networking, and most importantly... helping you demonstrate your value to a firm even with little to no experience.
Everyone starts somewhere! We even went so far as to gather real-life stories from Financial Planners who started right where you are. While we couldn't include everyone, we know their stories are common in this profession.
Put it all together, and hit GO!
Once you understand what's all out there in the world of Financial Planning and where you want to take your first steps in your career, it's time to figure out where to make those dreams become a reality.
You'll learn where to find roles and how to get your foot in the door. Whether it's a cold email or formally applying to a job with a resume, we'll break down best practices and even share samples with our feedback.
(Scroll to see how you'll find your fit!)