
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
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.
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.