The Financial Planning Resident position is a unique opportunity structured to fast track your career in the fee-only, full-service financial planning community. You will apply the academic knowledge you have acquired from your studies at a CFP Board-registered program through vital real-world projects involving investments, estate, tax, retirement, and insurance planning along with developing close relationships as you help clients achieve their goals. All this will position you to pass the CFP® exam, earn your designation, and to thrive as a financial planning practitioner. You will be supported by a team of experienced CFP® professionals on every step of your journey. FPA membership, attendance at conferences, and other internal and external training opportunities are all part of your superlative Financial Planning Resident experience.
The Financial Planning Resident position lasts approximately three years. Upon completion of the program, an outstanding candidate will be qualified to join an established financial planning firm in a lead planner capacity or start their own planning practice. As a “graduating” Resident, you will have the full support of our team as you vet and select your next opportunity.
Support Lead Financial Planners in all facets of the client relationship including timely execution of planning projects and ownership of meeting preparation and follow-up action items
Aid in the creation and implementation of advance planning strategies in the areas of tax, estate, risk management, college, retirement, and investments
Craft investment plans, develop implementation strategies, and participate in the ongoing monitoring of portfolios
Participate in business development through the discovery and onboarding process for new clients
Communicate regularly with clients via phone, email, and in-person
Participate in short and long-term success of the firm through weekly team meetings and quarterly strategic planning meetings
Write content for the blog digest and other related publications
Support Client Services Manager in the execution of operational-related tasks
Unwavering dedication to ethics and professionalism
Hold a bachelor’s degree and have completed a CFP Board Registered Program (or be near completion)
Enthusiastic commitment to the financial planning profession and its community
Demonstrate an ability to verbalize and write with confidence and clarity
Excel in working with team members and working individually
Hunger to learn and strive for growth
We work hard and have fun together—egos must be checked at the door!
How to Apply
Please submit your resume, cover letter, and short essay answers by Monday, November 30th.
Short-Essay Questions (500 word or less per question):
Why do you want to work for Inspired Financial? And/or Why do you want to work with women in transition?
What would you bring to Inspired Financial that is unique and special?
What would you need from Inspired Financial to reach your highest potential?
What is the most interesting thing you know about Huntington Beach, CA?
Additional Salary Information: Compensation and Benefits
•Competitive salary plus bonus potential
•401(k) with company match
•Company-provided health insurance
•CFP exam preparation and registration (if applicable)
•Team fun and retreats
•Diverse team perks like monthly car washes, breakfast burrito Fridays, company-paid educational events, and one professional conference per year
About Inspired Financial
Inspired Financial is a fee-only comprehensive financial planning firm focused on championing women and families, particularly as they navigate financial complexities that come with major life changes. We are tireless advocates for those we serve through all transitional stages including the loss of a spouse or loved one, divorce, career change, sale of a business, or an upcoming retirement. For some, we act as an educator. For others, a coach or mentor. For most, we are an important catalyst and trusted partner that inspires clients to take control of their financial lives. We are located in Huntington Beach, California and serve clients nationwide.