Survey of 100 Future Planners Finds 93% Prioritize Mentorship, 73% Back AI Training
Updated
Updated · wealthsolutionsreport.com · Jun 22
Survey of 100 Future Planners Finds 93% Prioritize Mentorship, 73% Back AI Training
2 articles · Updated · wealthsolutionsreport.com · Jun 22
Summary
A 100-student survey by FP Transitions and the FinServ Foundation found 93% of aspiring financial planners rank mentorship and professional growth as very important or essential when choosing an employer.
Base salary was the top compensation priority for 80% of respondents, while 81% wanted a transparent career path and 84% favored a mission-driven culture—signaling demand for structured development over long-term incentives.
AI drew a pragmatic response: 73% said employer focus on AI adoption and training over the next three years matters, but every respondent also flagged at least one long-term risk from AI use in wealth management.
Those concerns centered on firms automating junior-level work that traditionally builds judgment and client skills, even as students said AI could improve efficiency and free advisors for client relationships.
The findings also showed a strongly purpose-driven pipeline: 96% said helping people reach life goals drew them to financial planning, up from 72% in last year's survey.