Student Toolkit


Thank you for participating in the Envestnet Institute on Campus program and committing your time to ultimately advance your career before it begins. Students are a vital part of the program’s success and we find that the more involved students are, the more it benefits their success. We encourage you to submit your resume into the Resume Hub, visit our selected Articles of Interest section, or watch instructional videos to help boost your professional skills found in our video archive. To better understand the program and its offerings, we have curated materials that you can view and share.





Program Resources

Ways We Help Students: The Ways We Help Students handout serves to explain to students interested in taking the course how they will benefit from the program, what the time commitment is, and what student alumni have to say about the program.

Resume Hub Overview: One of our initiatives is the Resume Hub. This initiative gives graduates of the program the opportunity to get their experience and skills directly in front of hiring managers; whether it is for an internship or entry-level positions. This document explains how the Resume Hub works and shows a sample workflow of how the process works.

Women in Wealth Management Whitepaper: There are an array of career options in wealth management for college grad women. Hear from Jean Heath, leader of the Women in Wealth Management Initiative, sharing her view of today’s investor landscape and the trends prompting firms to invite young talent into the industry. There are proactive steps students should consider along with opportunities to explore that can help position for an advantage, and even, lead to a great job.

Case Study: Read the case study on Hezekiah Ross to see how the Envestnet Institute on Campus can produce high-quality job candidates who have successfully completed the program.

Professional Resources

Guide to a Great Resume: Everybody wants their resume to be noticed. This presentation will provide students with tips and tricks that will help them get into the interview room through utilization of best practices for your resume, all from industry leaders.

Building a Great LinkedIn: LinkedIn is the number one website for professional networking and career development. This set of slides will overview the basics and getting started on LinkedIn in order to set your profile apart.

Optimizing Your LinkedIn: LinkedIn will provide many benefits to you as you begin your professional career. This handout provides some tips and tricks that will take your profile one step further… ultimately increasing your chances of getting hired!

University Video: Utilize this video to showcase the importance of the program, our mission, the challenges the industry is currently facing, and the features of the program.  Hear directly from industry executives, Envestnet Institute on Campus Leadership Team members, and program alumni.  We often use this video to appeal to industry leaders who may serve as program sponsors, but it is a well-rounded piece that is valuable to view across broad audiences, including student prospects and university officials.

Stay Informed!

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FundFire is offering our students a complimentary subscription for four months.

Get Hired!







The Envestnet Institute On Campus is pleased to present our fourth annual report with data ending June 30, 2021. We continue to inspire the next generation and through the growth and expansion of the program since inception in 2015, we are proud to show stakeholders our success and the progress of its efforts.

Q&A: How to Make 2022 Your Best Year Yet as a Financial Planner

Coryanne Hicks| Jan. 5, 2022 Learn the critical skills clients expect from their financial planners in 2022. read more>

Are advisers ready for the great wealth transfer?

Joy Brooks-Gilzeane| Nov 29, 2021 Ahead of the great wealth transfer, advisers need to be aware of the changing face of wealth, as younger, diverse clients pose a new set of challenges and opportunities. read more>

Millennials and Gen Z are a growing force in investing. The market needs to catch up

Jean Case | Nov 18, 2021 Just a few weeks ago, one of the most influential financial conferences in the world, the Milken Institute Global Conference, assembled in Los Angeles for a high-COVID-protocol, in-person gathering.  But this year it seemed many of the “movers...

November is National Native American Heritage Month

Every year on November 1, Native American Heritage Month is celebrated to honor the remarkable Native Americans who have contributed a lot to improve the character of the nation. Holding its origin with a weeklong celebration during November 23–30, 1986, a...

From undocumented immigrant to Wall Street: Julissa Arce shares her remarkable journey

Halley Bondy | Sept 18, 2019 From undocumented immigrant to Wall Street: Julissa Arce shares her remarkable journey. In honor of Hispanic Heritage Month, Arce offered advice from her own experience as an undocumented immigrant on how to achieve success. read more>...


Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible.

~Barack Obama



Strive not to be a success, but rather to be of value.
~Albert Einstein


The beautiful thing about learning is that no one can take it away from you.
~B.B. King