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. As of 2019, nearly half of all American households are invested in managed funds, much of which is in tax-deferred retirement accounts.

Between risk assets, cash and real estate, American households currently hold $72.3 trillion in net wealth, according to the 2019 Deloitte Analysis and Oxford Economics report.

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.