Last year, Bluestem published a blog highlighting our Financial Planning Residency Program, a two-year opportunity designed to bridge the gap between graduation and becoming a client-ready financial advisor. As a current resident, I’d like to share what the experience has meant to me personally.
Over the past year, the residency has allowed me to grow in ways that go far beyond technical knowledge. I have built financial plans, participated in client meetings, and learned the inner workings of firm operations, all while earning the experience hours required for the CFP® marks. I even passed the CFP® exam during tax season, an achievement made possible by the program’s structure and support.
The residency also encourages creativity and leadership. One highlight for me was leading a project to research and integrate AI notetaking into client meetings, improving both training and efficiency. Opportunities like this, where you can take ownership and make an impact, are one of the many benefits of working in a small, collaborative firm.
What truly sets Bluestem’s residency apart is the intentional mentorship and structured development. The environment is supportive and team-oriented, with every member invested in your success. By the end of two years, residents ideally graduate with their CFP® marks, meaningful client experience, and the confidence to step into an advanced advisor role.
For students or recent graduates, this program is more than a first job. It is a launching pad for a rewarding career in financial planning. If you are looking for a place to learn, grow, and make a lasting impact, Bluestem’s Financial Planning Residency is worth exploring.