Texas A&M AgriLife

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

October 2, 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

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.

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.

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 10AM – 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.

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.

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?

Meals are not available for students registered to attend the Career Fair.

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.