Center for Financial Planning, Inc. Named a 2022 Best Place to Work for Financial Advisers by InvestmentNews
Earned for the fifth consecutive year
(SOUTHFIELD, Mich.) – February 7, 2022 - Center for Financial Planning, Inc. ® has been recognized as a 2022 Best Places to Work for Financial Advisers as announced by InvestmentNews today.
The Center was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“This year marks the fifth year in a row that we’ve been given this honor thanks to the incredible culture of teamwork and care for internal and external clients we’ve built together,” said Director of Operations Lauren Adams, CFA®, CFP®.
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopenings to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”
To learn more about the InvestmentNews 2022 75 Best Places to Work for Financial Advisers please go to Bestplacesforadvisers.com.
Investment News “2021 Top 75 Best Places to Work for Financial Advisers”. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Raymond James.