Tuesday, February 26 th. Upcoming Events Advisor Recruiting Programs Investment Game Rules & Sign Up Mentorship Match Up.

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Presentation transcript:

Tuesday, February 26 th

Upcoming Events Advisor Recruiting Programs Investment Game Rules & Sign Up Mentorship Match Up

March 5 th : CEO of Strategic Wealth Man. Presenting March 12 th : Wells Fargo Financial Lab Visit March 12 th : College of Business Career Fair March 14 th : San Diego FPA Networking Mixer

What they offer: -Small boutique Financial Planning Firm placement - Personally matches you and your attributes to best fit employer - Builds skill set necessary to succeed at given firm - Offers career skill building and CFP education if needed How to Apply: - Application requires: resume, skills, work exp., associations - Can apply to specific offerings depending on location Apply directly through their website at: Submit & resume personally to Caleb Brown at:

What They Offer - Placement as Junior Advisor at a Large International Bank - i.e. Wells Fargo, Morgan Stanley, Goldman Sachs, Citigroup, etc. - Comprised of three separate development programs 1.Preparatory Program (All grade levels) 2.Institute – Internship (Junior – Graduate; summer only) 3.Institute – Residency (Senior & Graduates only) How to Apply: -Application requires: Resume, passion letter, work exp., references -Generic nation-wide application; not location specific Apply directly online at:

Game Information: Website: Game Name: SDSU Financial Planning Association Password: sdsufpa Rules: $10,000 starting balance $6.00 commission fees No options, futures, or margin buying/selling Only basic buying, selling, & short selling Who ever gets the greatest return over the next 2 months wins!

PRIZES!: 1 st Place Prize - $30 Target Gift Card 2 nd Place Prize - $20 Target Gift Card 3 rd Place Prize - $10 Target Gift Card

Game Directions: 1.Go to 2.On the upper right hand of the window click the games tab 3.From there click find game and search SDSU Financial Planning Association 4.The password to play is “sdsufpa” 5.After you enter the password you should be prompted to create an account 6.Create and verify your account to begin playing!

Come see me after meeting to get your mentor and their contact information! Questions to Cover during your Meetings: How did you get into your current job? What do you like about what you are doing? What did you do in college that has been important to your success in getting hired? What do you recommend for a student like me?