FinServ Foundation
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    • Home
    • Our Impact
    • Who We Are
    • Get Involved
    • Fellowship Application
    • Donate
    • Podcast
    • Contact Us
FinServ Foundation
  • Home
  • Our Impact
  • Who We Are
  • Get Involved
  • Fellowship Application
  • Donate
  • Podcast
  • Contact Us

3 Pillars of our Fellowship program

Coaching

Mentorship

Mentorship

FinServ Foundation Fellows participate in two years of monthly virtual coaching calls designed to strengthen both hard and soft skills, while building industry knowledge. These sessions are led by experienced professionals who help fellows grow as leaders and prepare for long-term success in financial planning and wealth management.

Mentorship

Mentorship

Mentorship

At the start of the program, each FinServ Foundation Fellow is paired with a seasoned industry professional for a six-month mentorship. This personalized guidance provides valuable career insight, practical advice, and encouragement to help fellows navigate their path in the financial services industry.

Community

Mentorship

Community

The FinServ Foundation is built on an inclusive, positive community where fellows feel empowered to thrive as future financial planners and wealth managers. After completing the mentorship phase, fellows have the opportunity to attend a major industry conference, with all expenses covered, including hotel, flight, registration, and meals.

Supporting The NextGen of Finserv Professionals

2-Year Fellowship Program

Financial services provides a critical service to millions of Americans. However, there are huge barriers to entry and success in the profession. If we want Americans to have better access to financial planning, more secure retirements, and a healthier financial future we need to attract a more diverse, inclusive, and driven group of young professionals to the profession. 


The issues.


  • Retention: Firms struggle to retain and attract young up-and-comers. But if you take a half-step back and look at the talent pipeline...that's not surprising. Too many young professionals enter the industry with a sink-or-swim mindset. They lack community, mentorship, and coaching...all of which aid in retention.
  • Access: If you do not come from wealth or a professional, career-focused family setting, you might not see the financial industry as a viable, attainable vocation. This lack of access creates yet another pipeline squeeze for the profession. 
  • Inclusion: Not only do we need to retain and attract the right talent, but we also need to ensure they feel seen and heard. Many professional jobs in financial services can be isolating and young professionals may feel they are outliers if they do not have a supportive built-in network. 


What we provide.


  • Coaching: We have partnered with one of the best coaching programs in the country to provide two years of coaching solutions to young professionals to bridge their transition between school and their chosen vocation.
  • Mentorship: We have worked to create a vast network of financial service professionals, each unique in their background and expertise, to volunteer as mentors to every student who joins the program.
  • Community access: Each student has the opportunity to learn and engage with experts at a national industry conference, inclusive of airfare, accommodations, registration, and meals. Cohorts will enjoy unprecedented access to experts and build networks that will last throughout their careers. 


Our goal and mission is to help create a stronger and better next generation of financial service professionals by directly addressing the barriers to entry, support, mentorship, and access issues that hold this industry back. 

Who We Serve

College & University Partners

We currently work with 40+ colleges and universities to support 200 students per year through our two cohorts. We look forward to growing that number of academic partners and up-and-coming NextGen students!

Participating Colleges & Universities

Clark Atlanta University

School of Business Administration

Creighton University

Heider College of Business

Delaware State University

College of Business

George Mason University

School of Business

University of Georgia

College of Family and Consumer Sciences

University of Illinois

College of Agricultural, Consumer & Environmental Sciences

Kansas State University

Department of Personal Financial Planning

Michigan State University

Broad College of Business

North Carolina Agricultural and Technical State University

College of Agriculture and Environmental Sciences

University of North Texas at Dallas

School of Business

University of North Texas

G. Brint Ryan College of Business

The Ohio State University

College of Education and Human Ecology

Prairie View A&M University

College of Business

Purdue University

College of Health & Human Sciences

San Diego State University

Fowler College of Business

Texas A&M University

Financial Planning Program

Texas Tech University

Personal Financial Planning

Utah Valley University

Personal Financial Planning

University of Wisconsin Green Bay

Austin E. Cofrin School of Business

Oklahoma State University

The Department of Human Development and Family Science

Clemson University

Wilbur O. and Ann Powers College of Business 

California Lutheran University

College of Business

University of Missouri

College of Agriculture, Food and Natural Resources

Minnesota State University Mankato

Personal Financial Planning

Winthrop University

College of Business Administration

University of North Florida

College of Business 

The University of Alabama

Culverhouse College of Business

College of Consumer Sciences

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