Planner Pathways: From Students to Firms

Discover different pathways into financial planning and start mapping your own.

Join us for a discussion designed to help you explore the different paths into a financial planning career. You’ll hear directly from planners and recruiters across a range of firm types, including:

• Broker-Dealer: Vanguard
• Fee-Only RIA: YeskeBuie
• Insurance: Equitable
• Wirehouse: Merrill
• Bank: PNC Private Bank

You’ll learn:

• How different types of firms operate and how that shapes day-to-day work
• What to expect from entry-level roles in different business models
• Which environments might fit your interests, strengths and career goals
• Specific next steps you can take now to explore opportunities

Whether you’re studying financial planning or just starting to explore the profession, this is a chance to get clarity, ask questions and see where you fit.

Come curious. Leave with direction.