The Planning Center is proud to announce its inclusion as a top 20 firm on Financial Planning’s 2024 Best RIAs to Work For list. This distinction underscores the firm’s commitment to fostering a workplace culture that prioritizes employee well-being, provides work flexibility, and encourages professional growth.
“We are honored to be recognized among the best RIAs to work for,” said Eric Kies, CFP®, CEO and Senior Financial Planner at The Planning Center. “Our family leave program is just one example of our commitment to creating a workplace that values work-life balance, and the well-being of our team members.”
The Planning Center earned its place in the top 20 for its innovative and inclusive policies, including a fully paid family leave program that provides team members with six to twelve weeks of paid leave. This benefit reflects the firm’s commitment to supporting employees during critical life transitions, making sure that they have the time and resources they need to care for their families.
Financial Planning’s Best Places to Work For award program, conducted in partnership with Best Companies Group, honors registered investment advisory (RIA) firms across the United States that demonstrate excellence in workplace culture and employee satisfaction. Firms are evaluated through a two-part survey process that covers both organizational policies, practices, philosophy and systems and a separate employee feedback survey on their work place experiences. No fee was paid to be included or market this award.
Editor-in-Chief of Financial Planning, Brian Wallheimer, highlighted the importance of workplace innovation, stating, “These RIAs are shining examples of the ways in which workplace culture, benefits, pay, and so much more can positively impact employees. It’s clear that these firms love their employees, and the employees love them back.”
For more information on Financial Planning’s Best RIAs to Work For program, visit https://www.financial-planning.com/list/the-52-best-rias-to-work-for
