Benefits:

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 You’ll 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 We’re Looking For

Bachelor’s degree in Financial Planning, Finance, or related field

CFP® certification completed or in progress (required within residency)

1–3 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, we’d love to hear from you.

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