A senior financial consultant and former business development specialist for brokerage firm TD Ameritrade, Edward Marsi began his career in sales and restaurant management. Edward (Ed) Marsi entered the financial planning sector as an education counselor for TD Ameritrade Investools, eventually earning the experience and credentials to secure his current position.
The demand for qualified financial planners is expected to rise 27 percent over the next five years. Jobs in the sector are generally well paid and offer opportunities for advancement into managerial, supervisory, and executive positions.
Entry-level jobs require at least a four-year degree, most commonly in finance, accounting, or business. Many in the field also obtain certifications such as the Certified Financial Planner (CFP) or licenses regulated by the Financial Industry Regulatory Authority. Others may specialize in certain types of investments or services.
It is common for financial planners to start in junior or supportive roles while at university to gain the experience needed to sit the certification and licensing exams. Credentialed planners may work for a large firm or manage their own clientele.