Are you looking for ways to make yourself more marketable in the hiring realm of the wealth management industry? Would you like to be able to set yourself apart from the hundreds of other job seekers in the wealth management industry by knowing the current landscape and being able to speak the industry lingo? HERE’S YOUR CHANCE.

Receive insights and tips on how to converse and interview well Attend an information session with industry pioneer and EIOC Student Advocate, Jim Seuffert Sign up to take the online course, comprised of seven classes and supplemental material Understand the ever-changing products and technologies being used in the industry Receive insights and tips on how to converse and interview well What is Envestnet Institute on Campus? What do I get out of participating? An online course to bridge the gap between higher education and the wealth management industry Classes include: Introduction to the Investment Advisory Industry, Basics of Investing, Evolution of the Managed Solutions Industry, The Sales Process and Client Interview, Baby Boomer Investing, Technology to Service and Support Managed Solutions, The Unified Household and What it Means to the Financial Advisory Business Increased knowledge of industry lingo and career opportunities Access to our Resume and Internship Hub, which will put your experience directly in front of hiring managers A four-month subscription to FundFire Professionally written language for your resume and LinkedIn profile What is my opportunity?

Financial Industry Pioneer Coming to Campus to Introduce New Program Available to Students Jim Seuffert | Board Member and Student Advocate, Envestnet Institute on Campus Jim is the former Chief Executive Officer of Pershing Managed Account Solutions, and former co-founder and Chief Operating Officer of the Lockwood family of companies. He is a former Managing Director and member of the Executive Committee for Pershing LLC, where he was responsible for overseeing the delivery of turnkey and private-label managed account solutions to Pershing’s broker-dealer and registered investment advisor customers. Jim had also served as the 2011 Chairman of the Board of Governors of the Money Management Institute. Recognized as one of the primary contributors to the development of the fee-based consulting industry, Jim was honored in 2005 with the Pioneer Award by the Money Management Institute for his contributions to the managed account industry during his illustrious 25-year career. DATE TIME LOCATION