Financial Planner Careers



Everybody works to achieve the same goal: financial freedom. Like never before in history, Americans are taking a proactive interest in growing their assets, managing their wealth, and planning their financial futures.

Financial Planner

The Certified Financial Planner Board of Standards recently revealed the results of a survey showing that nearly a third of American families work with financial planners. The Investment Company Institute 2019 report showed that U.S. client assets under the management of investment companies totaled more than $30.5 trillion. Actively managed funds are by far the most popular investment vehicles, with American households combined holding more than $19.5 trillion in mutual funds and another $3.5 trillion in ETFs. The notion that more people are taking responsibility for their own financial futures is supported by the fact that in 2019, nearly half of all American households are invested in managed funds, much of which is in tax-deferred retirement accounts.

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According to the 2019 Deloitte Analysis and Oxford Economics report, American households currently hold $72.3 trillion in net wealth. The U.S. Bureau of Labor Statistics shows this reflected in the 7% job growth rate expected for personal financial advisors during the ten-year period leading up to 2028.

The individual interested in learning how to become a financial planner recognizes the importance of career planning, and also understands the importance of effective financial planning. Whether looking towards a comfortable retirement, establishing a college savings plan for their children, or looking to maximize returns on investments today, Americans will continue to turn to knowledgeable financial planners for their expertise in paving the way to financial freedom.