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Discover a career with purpose
Registered Investment Advisors (RIAs) enjoy personal and professional fulfillment by helping others pursue their financial goals.

Watch and be inspired.

Learn the ABCs of RIAs

Being held to a higher standard is one of the many things that differentiate RIAs from all other financial advisors. Check out the video to get the full story.

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The human side of finance

Through The Human Finance Project, we explored the many reasons why RIAs chose this profession to make an impact on people’s lives, as well as their own. Below is a sample of what we heard.

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Your guide to becoming an RIA

Coming Soon: The information you need to pursue your new career.

The Next Generation talked
The Human Finance Project listened

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“Being able to sit on the same side of the table as the client is huge. Understanding their goals, needs, concerns and being able to help them through it is really important to me."

Ryan Krafezik

Registered Investment Advisor

“I’m just happy to be a part of the industry that’s looking to help people first and make money second.”

Justin Chidester

Registered Investment Advisor

At the XY Planning Network conference, everyone from millennials to career changers shared what led them down the path to becoming an RIA. A recurring theme: empowerment through helping others. XY Planning helps support and encourage up-and-coming fee-only financial advisors who are looking to forge a new path in the industry. Learn more>>

Welcome to the RIA NextGen Career Exchange

Looking for an internship or job opportunity that fits your vision and goals? With this free resource, you can do everything from posting your resume to connecting with other RIAs.

Supporting RIAs along the way

There are many ways to take your career to the next level. Tap into these resources to get started.

TD Ameritrade, Inc. and the CFP Board are separate and unaffiliated and are not responsible for each other's policies or services.

Share your passion

If your firm allows, share a photo on Twitter or Instagram, along with a caption that highlights who or what motivates you to be your best as a financial advisor, and tag it with #HumanFinanceProject

Want more details on how to contribute? Click here to learn more.

Human Finance | Next Gen