Employers
Retirement planners are employed by businesses such as consulting firms, brokerage houses, accounting firms, and banks. Some retirement planners are self-employed. Jobs are located throughout the country, but many personal financial planners are based in New York, California, and Florida. Numerous planners have careers in related fields such as accounting, insurance, real estate, and do consulting on a part-time basis.
Starting Out
Retirement planning is a specialty that takes special training and education. Many people transfer to financial planning after working in related fields. Most college graduates interested in this career would probably start at a brokerage house like Charles Schwab or Merrill Lynch earning a base salary plus commission.
If your school has a job placement program or career center, take advantage of the information and services it offers. Also, consider job fairs, newspaper wants ads—look under finance or employment recruiters. If you can get in touch with a financial planner, pick their brains on the best ways to enter the business.
- 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
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Statisticians
