Personal Financial Planning: Meet the Firms Event

MGMT UL 722.36A

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. 

READ MORE ABOUT THIS COURSE
In Person
$0
As few as 1 day
0.0

Why you should attend.

  • 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

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.

*Subject to change

Fall 2024 Schedule

Date & Time
Details
Format
 
Thursday 1:30PM - 4:30PM PT
Available
See Details
401312
In Personformat icon
Location: UCLA Extension Gayley Center in Westwood
Schedule
Type
Date
Time
Location
Discussion
Thu Nov 7, 2024
1:30PM PT - 4:30PM PT
UCLA Extension Gayley Center in Westwood
UCLA Extension Gayley Center 121

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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