Advancement in this occupation can take several forms. For some, this may mean working toward having a larger, more diverse client base. Others may consider starting their own financial consulting business.
Self-employed retirement planners need to be responsible for numerous details of running a business—accounting, insurance, overhead costs—as well as finding customer leads and referrals. Being your own boss may sound appealing, but it carries much responsibility, not to mention risk. You may first want to speak with others in the industry to weigh the pros and cons of self-employment. Those who run their own businesses advance by developing a solid reputation in the field, growing their client base, and adding more staff and office locations. Others may teach and write about the field.
- Accountants
- Assessors and Appraisers
- Auditors
- Chief Information Officers
- Commodities Brokers
- Compliance Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mutual Fund Portfolio Managers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Statisticians
