Financial Planning Resident

September 2020 • King of Prussia, PA

What I liked

What I enjoyed most about working here is how personable working in the office is - you don't feel like you're just one person among dozens. You can tell that everyone there is committed to helping you learn about Financial Planning, and that they really care about your future goals. I also really enjoy the focus WealthFD has on their clients in a non-sales capacity. It gives having this role purpose, which is always important for a career.

What I wish was different


There are great financial planning/advising firms like this out there - don't settle! It's important to feel like you have a purpose going into work every day, and knowing that you're directly helping people makes it all worth it.
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