First Destination Outcomes
Financial Planning

First Destination Outcomes: College of Business | Undergraduate | Financial Planning | 2024-2025

Financial Planning

94%

Offer Rate


95%

Plans Secured Rate


56%

Internship Rate

Donut chart showing 2024–2025 First Destination outcomes for undergraduate College of Business students with a primary concentration in Financial Planning. Of those reporting outcomes, 78% accepted full-time or part-time employment, 17% are continuing their education in graduate or other programs, and 6% are seeking employment or continuing education.

Companies that Hired a Ram

The list of companies featured in this section is based on information reported by students or data made publicly-available by students.

  • Camelot Capital Management
  • Carson Wealth
  • Innovative Financial Partners
  • Integris Wealth Management
  • Investment Center Advisor Group LLC
  • Merrill Lynch
  • Morgan Stanley
  • Mountain Capital Investment Advisors
  • Northwestern Mutual
  • Plante Moran
  • Raymond James Financial
  • Springs Fiduciary Services
  • Tarantino Wealth Management
  • Transamerica

Average Salary

Average salary is based on full-time permanent employment. This salary data is student-reported and does not include any bonus and/or commission compensation beyond base salary.

N/A

Insufficient sample size to report an average salary

Regional and national trends for annual earnings can be found through the Labor Market Insights tool.


Positions Hired

  • Branch Associate 
  • Client Associate
  • Client Services Associate
  • Fiduciary Associate
  • Finance Intern
  • Financial Advisor
  • Financial Advisory Consultant
  • Internal Wholesaler
  • Investment Analyst
  • Paraplanner
  • Personal Financial Advisor
  • Wealth Management Intern

The data presented comes from the 2024-2025 First Destination Survey administered by Colorado State University following best practices set by the National Association of Colleges and Employers (NACE). All graduating students are encouraged to respond to the First Destination Survey as part of the Graduation Ready process. Data is collected for 180 days post-graduation. Follow-up data is gathered through multiple sources including student calling and email campaigns, the National Student Clearinghouse, and LinkedIn.

  • Offer Rate refers to the percentage of graduates who are actively seeking employment or education that either secured plans for employment/further education or indicated at least one job offer.
  • Plans Secured Rate refers to the percentage of graduates who are actively seeking employment or education that secured plans for employment or further education.
  • Internship Rate includes a variety of experiential learning activities including, but not limited to internships, field experiences, research/lab experiences, student teaching, and significant volunteer experience

For access to additional career outcomes and data at Colorado State University (CSU), visit the First Destination Interactive Tool developed by the CSU Career Center.