Financial Planner: 3-Year Residency Program

Job Description

Job DescriptionBenefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

About


We believe in growing the next generation of advisors through hands-on experience, structured training, and mentorship.

Our Financial Planner Residency Program is a unique 3-year career track designed for motivated professionals who want to become lead advisors. Residents gain direct client-facing experience, mentorship from seasoned CFP professionals, and progressive responsibility year over year.

What Youll Do


Year 1 Foundations

• Support lead advisors with client meeting preparation, note-taking, and follow-up
• Learn firm processes, planning tools, and client service standards
• Build technical knowledge in investments, tax, insurance, retirement, and estate planning

Year 2 Deeper Engagement

• Begin presenting portions of financial plans and recommendations in client meetings
• Manage financial plan updates and scenario modeling
• Develop stronger specialization in planning areas (retirement income, tax strategies, estate planning, etc.)
• Take a lead role in planning projects and internal case design

Year 3 Transition to Lead

• Lead select client relationships under supervision
• Deliver full financial plans and manage client reviews
• Refine business development skills and learn client acquisition strategies
• Prepare to graduate into a permanent Financial Advisor position with the firm

What Were Looking For

• Bachelors degree in Financial Planning, Finance, or related field
• CFP certification completed or in progress (required within residency)
• 13 years of financial planning or client service experience preferred
• Strong interpersonal skills and a client-first mindset
• Detail-oriented with excellent organizational and communication skills
• A passion for building a career as a Financial Advisor

What We Offer

• Competitive salary ($50,000 $80,000, depending on experience)
• Annual performance-based bonuses
• Full benefits package (health, dental, 401(k) with match, PTO)
• CFP exam support and continuing education reimbursement
• Direct mentorship from senior advisors
• Clear career path with opportunity to advance into a permanent Financial Advisor role upon successful completion of the program

How to Apply


If you are looking for an opportunity to accelerate your career, gain hands-on client experience, and grow into a trusted financial advisor, wed love to hear from you.

Please submit your resume and a brief cover letter explaining why you are interested in our residency program.