Skills Lab: The Financial Planning Process with Northwestern Mutual

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Are you looking to build a career within the financial services industry? Join alum Darren Grahame ‘06, Chief Growth Officer, and Jolie Barnello, Campus Recruiter from Northwestern Mutual, to gain insightful strategies on creating a meaningful career in financial services.

Skills Lab: The Financial Planning Process
Wednesday, Sept. 18 | 1:00-2:30 p.m. | UU133A
Registration is required and space is limited. Register in Handshake!

Darren and Jolie will guide students through a typical day in the life of a financial advisor and further explore some of their responsibilities. Both presenters will share the paths that led them to Northwestern Mutual and provide tips on standing out in the hiring process.

What to expect:
Gain insights into the day-to-day tasks and skills needed to be effective in the field.
Explore these skill sets through a case study exercise.
Develop an understanding of client development.
Learn about the financial planning process.

This is a fantastic opportunity to reinforce your understanding of financial services and gain clarity about the skills you need to excel in the industry, directly from an executive leader at Northwestern Mutual.


If you anticipate a need for disability-related accommodations or auxiliary aids to attend or participate, please contact Fleishman Center at careers@binghamton.edu We ask that you provide us with at least 3-5 days of advance notice regarding your equal access needs.

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