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- Finding a rewarding career that offers growth potential, work-life balance and the satisfaction of helping others is a key priority for many job seekers. With those goals in mind, a career in financial planning should be a top contender, whether you are just starting out or looking to make a career change. But once you have decided that financial planning is the field for you, how do you get started? Here are three resources that can help you launch a successful financial planning career.