Become a CFP® Apprentice at Infinity

Become a CFP® Apprentice at Infinity

 

DESIGN ELEMENT

 

Our founders strongly believe in the value of comprehensive financial planning and thoughtful implementation. Becoming an effective financial planner and investment advisor requires significant study, challenging certification and licensing exams, and practical experience in the real world. Let us help you get started with our CFP Apprentice Program.

Who We’re Looking For

We recognize that a number of U.S. colleges and universities offer excellent undergraduate, post-graduate and executive educational programs in personal financial planning. Therefore, we seek to hire extraordinary, stand-out graduates who have earned their Certified Financial Planner™ (CFP®) designation and an undergraduate degree (or higher) for the Infinity CFP Apprentice Program. Candidates should have a strong record of academic and extracurricular achievement, a high service orientation, strong work ethic, and the desire to always do the right thing for investors. Ongoing interaction with clients, family members, and clients’ other financial professionals (e.g. CPAs, attorneys, etc.) requires strong listening, communication, interpersonal, and organization skills.

What You Can Expect

Building a financial planning practice is exciting and challenging. As an Infinity CFP Apprentice Program participant, you will work closely with one of the firm’s practicing CFPs, who will be your mentor. You’ll be learn about individual client situations and goals, assist in developing financial plans, and participate with your mentor in client meetings. A condition of employment is that you must pass the FINRA Series 7 and 66 exams within six months. When that’s fulfilled, you’ll work with your mentor to begin building your own practice of high net worth clients and/or small business owners. Upon completion of the Apprentice Program, you will be off to the races building and managing your own Financial Planning and Wealth Management practice.

How to Get Started

Interested candidates should contact Gregory B. Gilbert, CFP®, President and Chief Compliance Officer, and include a cover letter and resume:
[email protected]
(510) 628-0671
Infinity Financial Services
1624 Franklin Street #818
Oakland, CA 94612

U.S. Collegiate Financial Planning Programs

The following colleges offer degrees in financial planning and/or educational preparation for the CFP exam. We encourage graduates of these programs to consider building their career with Infinity Financial Services.

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For more information on collegiate financial planning programs, visit: https://www.cfp.net/become-a-cfp-professional/find-an-education-program.

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