Earlier this year we surveyed 665 Generation Y planners and 275 Generation Z planners to get their thoughts on their career satisfaction, and what drives that satisfaction (and from the firm’s perspective, their retention!). In this anonymous survey, we hoped to gain additional insight into what we see anecdotally each day as we interview job seekers for financial planning roles across the country about what they’re really looking for that will make them “stick” with the job and firm they’re ...
