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CrossPoint Residency Programâ„¢

At CrossPoint, we recognize the value of structured, hands-on learning, much like the rigorous training physicians undergo during their internships and residencies. Inspired by this effective model, our Residency Program is designed to offer an in-depth, comprehensive learning experience for aspiring financial planners. Over a span of three years, residents gain unparalleled insights into the multifaceted world of financial planning, covering everything from planning and operations to client relationship management.

What sets our program apart is its adaptability. Residents have the freedom to tailor their learning path, aligning it with their unique interests and strengths. This dynamic approach not only prepares them for obtaining the CFP® certification but also supports them in earning other professional credentials and advanced degrees. Upon successful completion of the program, residents have a range of career options at their disposal. They can either join the CrossPoint team permanently, subject to position availability, secure a top role in another financial planning firm, or even venture out to start their own practice. Our ultimate aim is to cultivate financial planners who will make an impact on their clients and the profession at large.

  • Observe client meetings
    • Take comprehensive meeting notes for the team
    • Properly document and share meeting summary directly with clients
  • Update client files and software for client meetings
    • Request necessary information from client prior to meeting
    • Run various reports, including Client Review Reports, Drift Reports, and In-Force Ledgers
  • Participate in the New-Client Process
    • Gather and analyze client information
    • Create recommendations
  • Create client deliverables
    • Illustrations, Social Security claiming strategy analysis, Roth conversion analysis, insurance comparisons, and investment proposals
  • Complete research on client questions and law changes
  • Participate in the trading platform once proper licenses are obtained
  • Create relationships with clients by scheduling client meetings, providing summaries, answering questions, assisting clients with the consumer website, and preparing clients for their meeting
  • Improve advisor development skills to create and maintain client relationships
  • Complete factfinding process with new clients, and update the financial plan during client meetings
  • Develop leadership skills by training the next resident and interns
  • Present educational content to clients
  • Learn the fundamental business skills for running a financial planning practice
  • Complete a Capstone project based on Resident's career goals (e.g. create a new process, obtain a designation, obtain a higher-education degree)

  • Must hold a bachelor’s degree with an emphasis or concentration in personal finance or financial planning
  • Within the first year, be prepared to study for and pass the CFP® exam
  • Must have the ability to obtain necessary insurance and securities licenses
  • Must possess excellent written and oral communication skills
  • Must show close attention to detail
  • Location: Virginia preferred; consideration given for any location in the country
  • Must be willing to work full-time during EST business hours

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