Embedded Files
Do you have to apply to become a member of the Wealth Management Society?
Do you have to apply to become a member of the Wealth Management Society?
Yes! All potential members are required to apply. You can access the application through our application page or by clicking the link provided. After you submit your application, you will be notified if you have been selected for an interview.
Applications for Fall of 2025 are now closed!
What does a typical meeting with the Wealth Management Society look like?
What does a typical meeting with the Wealth Management Society look like?
Regular meetings are held twice a month on Tuesdays from 4:30–5:30 p.m. Each session can take a variety of formats — it might feature a presentation from an industry firm, an interactive case study, a hands-on workshop, a networking event, or another professional development opportunity.
In addition to attending meetings, members are encouraged to complete one professional development activity of their choice. Options include meeting with Terry Peer Interview Coaching, connecting with an assigned mentor, or completing three networking calls or coffee chats.
Who can become a Wealth Management Society member?
Who can become a Wealth Management Society member?
Anyone can apply! All majors and class years are welcome — no single major is preferred over another. We’re looking for students who are passionate about wealth management, eager to learn, and ready to work hard while gaining valuable skills and experience in the field.
Page updated
Google Sites
Report abuse