October 2 & 3, 2025
Annenberg Presidential Conference Center
Texas A&M University | College Station, Texas
Join us for the 2025 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
October 2, 2025
Annenberg Presidential Conference Center
9:00AM – NOON | Career Fair Session
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, so if you wish to join us for lunch, please register for Option 2 below.
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 | TEDx Style 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 – 5:30 PM | Networking & Welcome Reception (ticketed event)
Join us for a lively social hour designed for students to meet one another, connect with event sponsors, and start building your professional network. Light hors d’oeuvres will be served before we transition into the evening events.
6:00 – 8:00 PM | Student Recognition & Awards Banquet (Registration required, limited ticketed event)
Help us close out the day in style with a formal banquet celebrating the success of our students and alumni. Enjoy a plated dinner while networking with industry professionals and program supporters. Scholarships will be awarded, and outstanding former students will be recognized for their achievements. Tickets are required, so don’t miss the chance to be part of this special evening—register through Option 2 below.
October 3, 2025
Texas A&M Career Center
If you are selected for an interview, sessions will take place on Friday, October 3, at the Texas A&M Career Center.
Companies participating in Interview Day will contact selected students in advance using the conference résumé book. Please note that interview invitations are not guaranteed for all students, and not all companies will participate in Friday’s sessions. Some employers may also schedule interviews on a different date or at an alternate location.
If you accept an interview invitation for Friday, October 3, you are expected to attend. Please review the Career Center’s No Show Policy.
Companies Participating in the Career Fair
| Ameriprise Financial Services, LLC |
| BentOak Capital |
| Briaud Financial Advisors |
| Cadent Capital |
| CAPTRUST |
| Carter Financial Management |
| Cerity Partners |
| Charles Schwab |
| Corient |
| Crestmont Private Wealth |
| Cypress Point Wealth Management |
| Financial Synergies Wealth Advisors, Inc. |
| Focus Partners Wealth |
| Forvis Mazars |
| Frost Investment Services |
| Goldman Sachs Ayco |
| HFS Wealth Management |
| Holistiplan |
| IMG Financial Group, Inc. |
| Keller Wealth Advisors |
| Lee Financial |
| Linscomb Wealth |
| Mariner |
| Northwestern Mutual |
| Parkway Wealth Management Group |
| Raymond James |
| RHP Wealth Management |
| RIA Advisors |
| S Harris Financial Group |
| SFMG Wealth Advisors |
| Strata Wealth Advisors |
| Symphony Wealth Group |
| The Capital Chart Room |
| The Sum |
| Tolleson Wealth Management |
| Traditions Wealth Advisors |
| Voya Financial Advisors, Inc. |
| Willis Johnson & Associates |
Registration
Option 1: Career Fair Only
Pre-registration is closed. Please register onsite.
Everyone is invited to attend the Career Fair from 9AM – NOON. Meals are NOT included with this option. If you plan to attend lunch or the seated banquet dinner, we request that you register for Option 2 so we have an accurate headcount for food. 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 (Includes Meals)
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, TEDx Style 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.
Option 2 is only available to students currently enrolled at Texas A&M University.
Event Locations
Thursday, October 2: 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 3: 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 3, 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 11:00 AM and Noon, as well as a plated dinner at the Awards Banquet.
Where can I park on Thursday, October 2?
Students with a TAMU parking pass may park in Fan Field or Lot 43. Please do not park in Lot 41—vehicles parked there are subject to being towed.
