Weylman Center Aspiring Advisors: Careers, Connections & Opportunities

Schedule

Sat Nov 14 2026 at 09:00 am to 01:00 pm

UTC-05:00
Location

Renaissance Charlotte SouthPark Hotel | Charlotte, NC

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Explore careers in financial services, connect with industry leaders, and gain insights to build, grow, or advance your career.
About this Event

Whether you’re a college student exploring career options, a recent graduate entering the workforce, a professional considering a career change, or already building your career in financial services, this program is designed to give you an inside look at opportunities across the industry. Open to both women and men, this half-day program will bring together professionals at all career stages and industry leaders for conversations on networking, internships, career paths, building a professional brand, and using social media to create career opportunities.

Attendees will also have the opportunity to connect directly with financial firms and industry professionals, ask questions, explore different roles and career paths, and build meaningful relationships. Whether you’re exploring the industry for the first time or looking for new ways to grow within it, this program is an opportunity to learn, connect, and discover what your next step in financial services could look like.


Saturday Programming

🕑: 09:00 AM
Opening Remarks
Host: Misty Petrosino
How to Optimize Your LinkedIn and NIL
Host: Sarah DeBellis

Info: Your professional brand is shaped by more than your résumé. This session will explore how to optimize your LinkedIn profile while thinking intentionally about your name, image, and likeness (NIL). Attendees will learn how to strengthen their profile, communicate what they want to be known for, showcase their experience and strengths, and use LinkedIn to build meaningful professional connections.


How to Post
Host: Misty Petrosino

Info: This session will explore the different types of content you can create, from informational and educational posts to entertaining, engaging, personal, and promotional content. Attendees will learn how each type serves a different purpose, when to use it, and how to create a well-rounded content mix that keeps their audience interested while supporting their overall goals.


Break / Vendor Tables Open
Next 90-Days Business Planning
Host: Misty Petrosino

Info: Turn ideas into action with a focused plan for the next 90 days. This session will guide attendees through identifying their top priorities, setting realistic goals, and outlining the specific actions needed to move their business forward. Attendees will leave with a clearer understanding of where to focus their time and energy and a practical roadmap for the months ahead.


Top Producer Conversation
Host: Kelley Hughes

Info: This interview-style conversation will explore the path to building a successful wealth management practice, from getting started in the profession to identifying a target market and developing a clear niche. Panelists will share lessons learned throughout their careers and discuss how specialization, such as divorce financial analysis, can help advisors differentiate themselves and better serve the clients they know best.


Networking / Vendor Expo
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Where is it happening?

Renaissance Charlotte SouthPark Hotel, 5501 Carnegie Boulevard, Charlotte, United States

Event Location & Nearby Stays:

Tickets

USD 30.00 to USD 500.00

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The Weylman Center
Host or PublisherThe Weylman Center

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