This article presents a comprehensive literature review and strategic analysis of the rapidly evolving intersection between financial services and agentic AI technologies. Drawing on recent industry research and published studies, it synthesizes current trends and emerging opportunities for professionals navigating this transformative landscape. The analysis examines the distinct evolutionary phases of financial automation, from basic process automation to today's autonomous financial agents capable of complex decision-making with minimal human oversight. Through systematic review of workforce studies and industry reports published between 2022-2025, the article identifies critical niche technical competencies that create significant competitive advantages, including agent-based modeling, regulatory ontology engineering, and explainable AI for compliance. It further delineates emerging professional roles such as AI Compliance Architect, Automation Ethics Officer, and Financial Agent Behavior Analyst that blend technical expertise with domain knowledge. The article synthesizes research findings on performance improvements, risk reduction, and compensation premiums associated with these specialized skills and roles. Rather than presenting original empirical findings, this article's contribution lies in synthesizing disparate research streams to provide actionable strategic guidance for professionals seeking to position themselves advantageously in an AI-transformed financial services landscape. The analysis concludes with practical pathways for professional development, including interdisciplinary portfolio building, targeted certification programs, and open-source contribution strategies.
Valerio Gatta (Mon,) studied this question.