Personal Financial Planning Track

Industry

Bureau of Labor Statistics projects 15% growth between 2016 and 2026 – 4% higher than other occupations. Americans need financial advice. 46% of adults could not cover an emergency expense costing $400, or would cover it by selling something or borrowing money. 36% of Americans ages 18-34 receive financial help from family members not living with them. 31% of non-retired respondents have no retirement savings or pension, including 27% of non-retired respondents 60 or older.

Financial planning is not a one-size-fits-all career. Below are some local and international firms which regularly hire Financial Planners.

Registered Investment Advisory (RIA) Firms:

Menard Financial
Mosaic Advisors
Willis Johnson Associates

Wirehouses:

Morgan Stanley
UBS
Wells Fargo
Merrill Lynch

Banks:

Bank of America
Citi Bank

National and Regional Broker Dealers:

Ameriprise
Raymond James
Edward Jones

Insurance Broker Dealers:

Northwestern Mutual
AXA
MassMutual

Independent Broker Dealers:

Commonwealth Financial Network
Advisor Group
LPL Financial

Direct Channel:

Vanguard
Fidelity
Charles Schwab