07.08.26

Early-Career Advisors Want Something Unexpected: An Office

by: Grace L. Williams

Future financial advisers want more in-person learning, mentorship and human connection than many firms may expect, according to a survey from FinServ Foundation and FP Transitions. The survey found that 96% of students in adviser programs want to help people reach life goals, up from 72% a year earlier. Respondents also emphasized internships, shadowing and early-career opportunities, with 93% calling mentor shadowing very important or essential. “They want to be in the office, they want mentorship, and they want to work with people,” said Elise Rogers of FP Transitions.

Read the full article on American Banker.