UGA Career Center

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.

CLICK HERE TO VIEW EMPLOYERS/POSITION TITLES and GRADUATE SCHOOLS/PROGRAMS REPORTED FOR THIS MAJOR

Class of 2021 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

Student Association of Family and Consumer Sciences
Student Financial Planning Association
To find additional clubs and organizations, go to the Involvement Network

Additional UGA Career Center Recommendations/Considerations

FACS Legislative Aide Leadership Fellows Program
ASPIRE Clinic Internship
VITA (Volunteer Income Tax Assistance)

Supplemental Career Research Dashboard

Additional Career Research Resources

O*NET - The O*NET database includes information on skills, abilities, knowledges, work activities, and interests associated with over 900 occupations (Login using your 810/811)
Occupational Outlook Handbook - The OOH can help you find career information on duties, education and training, pay, and outlook for hundreds of occupations
Firsthand - Company rankings/profiles, industry career guides, and advice articles
Candid Career - Recorded informational interviews of professionals in specific careers
UGA Mentor Program- Networking with your Bulldog family can help you get ahead in life and career, but where do you even start? The UGA Mentor Program narrows down the world of possibilities to meaningful connections. The program connects students to alumni mentors for personal and professional development
Big Interview - Online practice interview platform. Practice basic interview questions or questions based on your industry interests or competencies! Also provides practice interview questions for graduate/professional schools. Just sign-up using your uga email address!
Interstride- View jobs/internship in other countries and country career guides

Employment Websites

GENERAL

Handshake - UGA's platform for job/internship postings (Login with your UGA MyID and password)
LinkedIn - Network with professionals and view job openings
Interstride - Job/internship openings in countries abroad as well as country career guides providing information about finding employment in other countries.
Specialized - Check out Idealist for jobs in the Nonprofit sector and USAJobs for opportunities in the federal government.

MAJOR/CAREER SPECIFIC

Financial Planning Association Job Board • CFP Board Career Center • eFinancial Careers

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 RESEARCH - Career 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 2021 Financial Planning majors

The information below represents employers and position titles from the Class of 2021 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)
Angel Oak Mortgage Solutions	Secondary Lock Desk Analyst
Ashton Woods Homes	Project Manager
Cannon Financial Strategists, Inc.	Associate
Cannon Financial Strategists, Inc.	Associate
Chick-fil-A	Director of Operations
Concord Financial Planning Group	Paraplanner
Donaldson Capital Management	Associate Investment Advisor
E*TRADE	Associate Financial Services Representative
Elwood & Goetz Wealth Advisory	Associate Financial Planner
Fidelity Investments	Financial Representative
Fidelity Investments	Workplace Planning Associate
Fisher Investments	Client Service Associate
Fisher Investments	Client Service Associate
Florida Financial Advisors	Junior Financial Consultant
Foxit Software, Inc.	Sales Development Representative
Gartner	Business Development
Homrich Berg	Associate Financial Planner
Integrated Wealth Strategies	Financial Paraplanner
Landmark Properties, Inc.	Resident Services Manager
Lifetime Wealth Management	Financial Advisor
Lighthouse Financial	Assistant Financial Planner
Lockton Companies	Benefits Analyst
Meritas Wealth Management	Resident Associate
Morgan Stanley	Client Associate
Morgan Stanley	Client Services Representative
Morgan Stanley	Workplace Solutions Professional
Morgan Stanley	Service Associate
New Planner Recruiting	Account Executive
New Planner Recruiting	Account Executive
New Planner Recruiting	Account Executive
New Planner Recruiting	Account Executive
New York Life	Financial Services Professional
Northwestern Mutual	Associate Financial Representative
Pierson Wealth Management	Administrative Assistant
Power House Remodeling	Sales Representative
Rugged Road Outdoors	CEO
SalesLoft	Sales Development Representative
Select Quote	Insurance Agent
Signature FD	Planning Associate
Staples	B2B Sales Associate
State Farm	Account Manager
State Farm	Account Representative
State Farm	Insurance Salesman
TIAA	Financial Services Consultant
TRC Staffing Services, Inc.	Recruiter
US Army	Morterman
Walker & Dunlop	Analyst
Western Southern Life Insurance	Financial Representative

* 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 2021 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 2021 Financial Planning majors

The information below represents graduate/professional schools and programs reported through the Class of 2020 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)
Georgia Southwestern University	Undeclared, BA
University of Georgia	Behavioral Financial Planning, MS
University of Georgia	Unspecified
University of Kansas	Business Administration and Management, MBA