The CFP Board's recent digital campaign, "Quite Possibly the Perfect Job", aimed at drawing students to the financial advisory profession, has sparked criticism within the industry. Financial Planning reports that advisors argue that the campaign, featuring relaxed images of young people lounging and engaging in leisure activities, misrepresents the realities of the career and gives prospective advisors unrealistic expectations.

One Facebook ad, for example, shows a young man with a plate of burritos labeled "Lead Burrito Scarfer", followed by a claim that experienced financial advisors earn a median salary of $192,000. Many industry professionals voiced disappointment, arguing the campaign trivializes a demanding profession.

The CFP Board defends the campaign, noting early successes in student engagement, and emphasizing that the campaign is part of a broader Workforce Development Initiative to attract a new generation of financial planners.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.