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The financial planning profession is a fast-growing field with many different career opportunities, but advisory firms still encounter challenges in attracting and retaining younger talent.

BNY Mellon’s Pershing is pleased to sponsor a new workforce development guide from the CFP Board Center for Financial Planning. This guide focuses on showcasing how students, early career professionals and career changers can map out their first steps towards pursuing a career in financial planning.

Download the full guide to learn more about how to attract and retain the next generation of financial planners, and how younger professionals can find jobs that match their strengths and interests.

You can also explore the first guide in the series, which focuses on helping advisory firms map out career paths for financial planners at all stages of their career journey.

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Inspiring the Next Generation of Financial Planning Talent

The financial planning profession is a fast-growing field with many different career opportunities, but advisory firms still encounter challenges in attracting and retaining younger talent.

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