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 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,

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


Additional UGA Career Center Recommendations/Considerations

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


  • 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. 


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 •

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
* denotes no responses received.