What we’re about
Curious about a career in financial services? Join Career Talk on Financial Services, where anyone—from students and career-changers to professionals in other industries—can explore the world of financial planning, wealth management, fintech, and beyond.
Our Mission
To demystify financial-services careers, provide honest insights into day-to-day roles, and help you decide if this dynamic field is right for you.
Who You’ll Meet
Recent graduates evaluating career paths
Professionals considering a switch into finance
Recruiters, hiring managers, and training managers
Volunteer mentors happy to share their “day in the life” experiences
What We Do at Events
Career Panels & Q&A: Hear directly from planners, analysts, fintech innovators, and HR reps about their journeys, workloads, and why they love (or don’t love!) their roles.
Skill Spotlights: Intro workshops—e.g., understanding financial statements, client-communication fundamentals, or the basics of retirement planning—to give you a taste of the work.
Networking Mixers: Speed-network with industry pros and peers; exchange LinkedIn connections, résumé tips, and application advice.
Insider Resources: Job-description deep dives, certification overviews (CFP®, CFA, RFP), and recommended reading lists so you can explore further on your own.
Whether you’re weighing the stability of a bank job, intrigued by startup-style wealth tech, or simply want to understand what financial planners actually do each day, you’ll leave with clearer next steps—and new contacts to help you get there. Come ask questions, build confidence, and chart your path in finance!