Financial Planner: 3-Year Residency Program

Financial Planning Firm

  • Edina, MN
  • $50,000-80,000 per year
  • Permanent
  • Full-time
  • 7 hours ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
AboutWe believe in growing the next generation of advisors through hands-on experience, structured training, and mentorship.Our Financial Planner Residency Program is a unique 3-year career track designed for motivated professionals who want to become lead advisors. Residents gain direct client-facing experience, mentorship from seasoned CFP® professionals, and progressive responsibility year over year.What You’ll DoYear 1 – Foundations
  • Support lead advisors with client meeting preparation, note-taking, and follow-up
  • Learn firm processes, planning tools, and client service standards
  • Build technical knowledge in investments, tax, insurance, retirement, and estate planning
Year 2 – Deeper Engagement
  • Begin presenting portions of financial plans and recommendations in client meetings
  • Manage financial plan updates and scenario modeling
  • Develop stronger specialization in planning areas (retirement income, tax strategies, estate planning, etc.)
  • Take a lead role in planning projects and internal case design
Year 3 – Transition to Lead
  • Lead select client relationships under supervision
  • Deliver full financial plans and manage client reviews
  • Refine business development skills and learn client acquisition strategies
  • Prepare to graduate into a permanent Financial Advisor position with the firm
What We’re Looking For
  • Bachelor’s degree in Financial Planning, Finance, or related field
  • CFP® certification completed or in progress (required within residency)
  • 1–3 years of financial planning or client service experience preferred
  • Strong interpersonal skills and a client-first mindset
  • Detail-oriented with excellent organizational and communication skills
  • A passion for building a career as a Financial Advisor
What We Offer
  • Competitive salary ($50,000 – $80,000, depending on experience)
  • Annual performance-based bonuses
  • Full benefits package (health, dental, 401(k) with match, PTO)
  • CFP® exam support and continuing education reimbursement
  • Direct mentorship from senior advisors
  • Clear career path with opportunity to advance into a permanent Financial Advisor role upon successful completion of the program
How to ApplyIf you are looking for an opportunity to accelerate your career, gain hands-on client experience, and grow into a trusted financial advisor, we’d love to hear from you.Please submit your resume and a brief cover letter explaining why you are interested in our residency program.

Financial Planning Firm