UGA Specific Information for Financial Planning

The Financial Planning major prepares students to become client-focused professional financial planners who help individuals and families create, manage and transfer wealth efficiently. The program is registered with the Certified Financial Planner Board of Standards, Inc., and the Association of Financial Counseling and Planning Education. Graduates are eligible to sit for the Certified Financial Planner (CFP®) and Accredited Financial Counselor (AFC®) examinations.

The Financial Planning program provides students with knowledge, skills and technical expertise to enter the marketplace as a financial planner or financial counselor. Demand for graduates has consistently exceeded the number of students in the major. Graduates earn competitive salaries and have a variety of career options. Financial planning is ranked among the nation’s fastest growing (Money magazine) and most rewarding (Jobs Rated Almanac) careers.

Additionally, graduates have been accepted to the nation's most prestigious graduate schools, gone on to law school, written papers published in leading financial planning opinion journals, and gone on to own and manage leading financial planning firms. 



Class of 2023 Career Outcomes for Financial Planning*

** Includes Self-Employed


Campus Resources

  • Connect with Jessica McLeod-Waddell, your Career Consultant - click here to find information on how to schedule an appointment 

  • Daily Drop-In Hours: (staffed by Career Center graduate assistants and student interns)

    •  In-Person: Mondays – Thursdays, 11 am – 2 pm in Clark Howell Hall (2nd Floor)

    • Virtual: Fridays, 11 am – 2 pm, career.uga.edu/appointments

  • Consumer Economics Academic Advisor - Christie Sanders
  • UGA FHCE Department - Financial Planning

CAMPUS STUDENT ORGANIZATIONS


Additional UGA Career Center Recommendations

Supplemental Career Research Dashboard

Employment Websites

GENERAL

  • Handshake (scroll down to the bottom of the page; login with your UGA MyID and password)  

  • LinkedIn (this popular networking site also has a job board!) 

  • Idealist (non-profit jobs) 

  • USAJobs (federal jobs) 

MAJOR/CAREER SPECIFIC


Professional Associations/Resources

PROFESSIONAL ASSOCIATIONS National Association of Personal Financial Advisors • Financial Planning Association • Certified Financial Planning Board • Association for Financial Counseling and Planning Education

COMPANY & SALARY RESEARCHCareer Bliss • GlassDoor • Salary.com

LINKEDIN - Join LinkedIn groups that are relevant to your career interests.  To search, select "groups" & type in your keywords. Review the groups that professionals in your field of interest have joined & consider joining those as well. To login, visit the LinkedIn main page. 

Employers/Position Title Reported by Class of 2023 Financial Planning majors

The information below represents employers and position titles from the Class of 2023 Career Outcomes Survey. To view historical Career Outcomes for this major, click here and select "Historical Data" from the navigation menu.

Employer Position Title(s)
Asset Preservation Advisors Junior Associate
Carson Wealth Associate Wealth Advisor
Chase Bank Relationship Banker
Cisco Business Analyst
Employer Not Specified Resident Associate
Endurance Planning Group Client Services Coordinator
Financial Consultants Group Client Relationship Manager
Fisher Investments Client Operations Associate
Greystar Leasing Professional
Higginbotham Claims Representative
Higginbotham Employee Benefits Account Coordinator
Insight Global Recruiter
Merrill Lynch Wealth Management Client Associate
Morgan Stanley Financial Planning Associate
Navarre Corporation Business Development Manager
Nolan Transportation Group Business Development Representative
Oconee State Bank Essential Banker
Paycom Outside Sales Representative
PwC Associate Auditor
Reynolds & Reynolds Financial Partners Client Service Assistant
SFC Health Agent
Shamrock Prosthetics, Inc. Financial Manager
Shekinah Financial Administrative Assistant
Soliant Account Executive
Stable Waters Financial Apprentice
The Commercial Bank Lending Assistant
The Intersect Group Technical Recruiter
Vanguard Financial Advisor Development Program
Vanguard Senior Associate
Vanguard Financial Advisor Development Program Participant
Vanguard Senior Associate
Vanguard Financial Advisor Development Program Participant
Veeam Software Inside Sales Associate
Windsor Wealth Planners & Strategists Financial Advisor
Windsor Wealth Planners & Strategists Financial Advisor
Wiser Wealth Management Financial Planning Associate
* denotes no responses received.

*Source: Areas above marked with an Asterisk (*) have been created utilizing data taken from the UGA Career Outcomes Survey. The "Employers Hiring...," "Job Titles of...," "Career Outcomes for...," and "Graduate/Professional Schools and Programs..." information listed above represent UGA Class of 2023 Graduates. The lists are not exhaustive and therefore do not represent all potential career options. Click here for more detailed Career Outcomes information regarding this major.

Graduate/Professional Schools attended by Class of 2023 Financial Planning majors

The information below represents graduate/professional schools and programs reported through the Class of 2023 Career Outcomes Survey. To view historical Career Outcomes for this major, click here and select "Historical Data" from the navigation menu.

Graduate School Program(s)
University of Georgia Marketing Research, MS
University of Georgia Financial Planning, Master’s
University of Georgia Financial Planning, MS
University of Georgia Financial Planning, MS
* denotes no responses received.