This free, in-person networking event will allow you to meet with several Personal Financial Planning firms who will speak about the industry, their firms, and career opportunities. Attendees are encouraged to bring their resumes and be prepared to fill out applications at this event.
Gain firsthand insights into career opportunities and professional growth in the Personal Financial Planning (PFP) field from top firms
Build connections and expand your professional network through direct interaction with representatives from reputable PFP firms
Potentially secure job interviews or advance in the recruitment process by submitting resumes and applications directly at the event
Learn about the specific hiring practices and workplace culture of firms such as Northwestern Mutual, Morton Wealth, Fidelity Investments, and Wells Fargo Advisors
About this course:
Join us for an exclusive event where representatives from leading Personal Financial Planning (PFP) firms will discuss career opportunities in PFP, along with insights into their specific firms. Following the panel discussion, attendees will have the chance to network directly with company representatives and explore potential job openings. Attendees are encouraged to bring copies of their resumes and be ready to apply for positions during the event.
Northwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance and has been helping families and businesses achieve financial security for 160 years.
Morton Wealth
Morton Wealth is a registered investment advisor based in Calabasas, CA managing roughly $2.8 billion in assets across 1,100+ families.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses they serve and employs more than 75,000 associates across the United States, Ireland, and India.
Wells Fargo Advisors
Wells Fargo Advisors is a premier financial services firm, serving investors nationwide.
Abacus Wealth Partners
At Abacus, our experienced advisors help align your financial resources with your values — connecting your money with what matters most so you can experience a sense of enough here and now, not just in the future.
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