Texas A&M University Financial Planning Career & Education Conference logo

October 1, 2026

Annenberg Presidential Conference Center
Texas A&M University | College Station, Texas

Join us for the 2026 Financial Planning Career & Education Conference—our signature event designed to help you connect, learn, and launch your future in financial planning.

Overview of Events for Students

9:00AM – NOON | Career Fair Session | Free, No Cost to Attend

If you are seeking an internship or full-time position for wealth management, financial planning, financial analyst, or financial advising, then this will be the best opportunity for you to connect with companies looking to hire. We have a wide range of companies participating this year, so be sure to check out the list below and do your research ahead of time.

The 9:00–10:00 AM hour is reserved for students who are currently enrolled in financial planning courses, active in the Financial Planning Student Association, and/or currently enrolled in the Financial Planning minor and major. All majors and all classifications are invited to attend from 10:00 AM – Noon.

Noon – 1:00 PM | Awards Luncheon (limited ticketed event)

Attendees who register for the lunch are invited to network with industry professionals and event sponsors before we move into the afternoon events. This is a ticketed event.

1:00 – 2:00 PM | Student Competition: Elevator Pitch

The Elevator Pitch Competition has become a signature part of our conference, giving students the chance to refine their presentation skills through personalized coaching and feedback from faculty and industry professionals. Students apply in advance, complete a series of coaching sessions, and present their pitch to a panel of industry professionals for a chance to earn scholarship awards.

2:00 – 3:00 PM | Student Competition: Financial Plan Presentation

The Student Plan Presentation Competition gives selected students the chance to showcase their financial planning knowledge in front of industry professionals. Students are selected through an application process then work closely with faculty and industry mentors to refine their financial plans and presentation skills. Participants receive Capstone course credit, gain valuable feedback from professionals, and compete for scholarship awards.

3:30 – 4:30 PM | REV Talks

A long-time crowd favorite, this session features a blend of recent former students, seasoned industry professionals, and industry experts who share insightful messages with our audience.

4:30 5:30PM | Networking & Welcome Reception

The Welcome Reception sets the tone for an unforgettable evening. Mingle over drinks and light hors d’oeuvres as students, alumni, faculty, and industry professionals connect, catch up, and unwind. It’s the perfect chance to build new relationships, strengthen old ones, and enjoy the energy of the room before we transition into the evening banquet.

6:00 8:00PM | Student Recognition & Awards Banquet (limited ticketed event)

Join us as we celebrate student excellence and alumni achievement. Highlights include the announcement of competition winners from the Elevator Pitch and Student Showcase events and special recognition of former students who are making a lasting impact in the profession. Platinum sponsors enjoy reserved seating and the opportunity to host students at their tables.

Companies Participating in the Career Fair

Avidian Wealth Solutions
BentOak Capital
Bogart Wealth
Briaud Financial Advisors
Cadent Capital
CAPTRUST
Carter Financial Management
Cerity Partners
Corient
Crestmont Private Wealth
Cypress Point Wealth Management
Edward Jones Investments
Financial Synergies Wealth Advisors
FMP Wealth Advisers
Focus Partners Wealth
Forvis Mazars
Frost Investment Services
4Life Wealth Advisors
Goldman Sachs
Harvester Wealth
HFS Wealth Management
IMG Financial Group
Keller Wealth Advisors
Lee Financial
Linscomb Wealth
Modern Woodmen of America
Northwestern Mutual
Raymond James
Rhame & Gorrell Wealth Management
RIA Advisors
Richard P. Slaughter Associates
S Harris Financial Group
Schroeder Wealth Advisors
SFMG Wealth Advisors
Strata Wealth Advisors
The Capital Chart Room
The Sum
Tolleson Wealth Management
Traditions Wealth Advisors
True North Advisors
Vanguard
Willis Johnson Wealth

See Available Job Openings

Companies participating in the Career Fair on Thursday, October 1, are posting available internship and full-time roles in HireAggies. Use the link below to access HireAggies, and then click “Launch HireAggies“. Once you are logged into HireAggies, click on the Events tab at the top, and search for the Financial Planning Career & Education Career Fair.

Click here to access HireAggies


Registration

Option 1: Career Fair Only | No Cost to Attend

This option is free – there is no cost to attend the Career Fair session.

Everyone is invited to attend the Career Fair from 9AM – NOON. Meals are NOT included with this option. Registration is not required if you only want to attend the Career Fair, but if you register before September 22, you will receive an official event name badge.

Option 2: Career Fair + All Conference Access ($10, Meals Included) – All seats are filled

In addition to Career Fair access, if you choose to attend the afternoon sessions, you will receive one ticket to the Networking Lunch, Student Showcase Presentations, REV Talks, Welcome Reception, and Awards Banquet. We need an accurate headcount for food, so please indicate on the registration form which meal events you plan to attend. Deadline to register is September 22. No refunds after September 22.

Option 2 is only available to students currently enrolled at Texas A&M University.


Event Locations

Thursday, October 1: Annenberg Presidential Conference Center

All events on Thursday will take place at the Annenberg Presidential Conference Center, located on the Texas A&M University campus in College Station, Texas.

Friday, October 2: Texas A&M Career Center

For students participating in interview sessions on Friday, all interview sessions are scheduled to take place at the Texas A&M Career Center. If you accept an interview invitation for Friday, October 2, you are expected to attend. Please review the Career Center’s No Show Policy.


Frequently Asked Questions

Why should I attend?

Financial planning is all about building relationships and becoming a trusted resource for future clients. By attending the conference, you’ll connect with leaders in the industry, gain insight into emerging trends, and develop the skills you need to succeed. Here are just a few reasons to join us:

  • Network with peers and industry professionals
  • Explore emerging topics and trends in financial planning
  • Learn directly from experts in the field and in academia
  • Discover internship and full-time career opportunities
How do I participate in the Career Fair?

Bring several copies of your résumé and practice your elevator pitch in advance. Be ready to introduce yourself to companies and explain why you’re passionate about financial planning.

Need a little extra preparation? The Texas A&M Career Center offers great resources to help you polish your résumé and practice your pitch: https://careercenter.tamu.edu/current-students

What is the dress code?

Business professional attire is recommended for all events—including the Career Fair, afternoon sessions, Networking Reception, and Awards Banquet. Not sure what counts as business professional? Check out the Dress for Success guide from the Texas A&M Career Center: https://careercenter.tamu.edu/current-students/interviews-and-offers/dress-for-success

What meals will be provided?

Students who register and select Option 2 will receive lunch between at Noon, as well as a plated dinner at the Awards Banquet. Meals are not included with Career Fair only registration. The only exception is if you receive an invitation to sit with a sponsor at the Awards Banquet.

Where can I park on Thursday, October 1?

Students should park in Fan Field. Please do not park in Lot 41—vehicles parked there are subject to being towed.