Envestnet on Campus
The future of wealth management is here, at Envestnet On Campus. This online educational program bridges academia and the financial services industry to prepare and position the next generation for a vibrant career in asset and wealth management.
A proven pathway to a career in asset and wealth management
Since launching in 2015, Envestnet On Campus has equipped over 9,000 students from diverse academic institutions across the U.S. with essential industry knowledge and connections. We prioritize inclusive outreach to ensure all students can access the training, mentorship, and networking opportunities that prepare them for success. Our goal is to connect well-prepared graduates with firms where they can make a meaningful impact.
Our Mission: To provide the asset and wealth management industry with a talented, diverse pool of workforce-ready interns and entry-level employees.
Be a part of the future of wealth management
Industry Training
Complete our online, self-paced program, with seven classes, seven corresponding exams, and optional learning modules and webinars, at no cost to the student or institution. Graduate with a certificate of completion and a better understanding of financial services opportunities in advisory, sales, research, operations, legal and compliance, and more.
Career Support
Students receive mentoring, career development tools, and opportunities for internships and job placements. Thanks to the support of our generous partners, we are able to offer scholarships to students seeking an undergraduate-level CFP Board Registered Program and the Securities Industry Essentials®(SIE) Preparation and Exam as a gateway exam for FINRA licenses.
Launch a career in asset and wealth management
Support students looking to explore a career in asset and wealth management
Take ownership of the future of our industry
Access tomorrow’s financial leaders today
Curious about Envestnet on Campus? Book a time to connect with us.
Book a meetingLearn more about Envestnet on Campus
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Annual Report
Envestnet on Campus Annual Report 2025
As we celebrate the 10th year of our educational training program, we reflect with pride on the remarkable journey we’ve taken and with renewed commitment to the path ahead.
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Benefits Overview
Envestnet Institute On Campus Benefits
Learn more about the amazing benefits of become a sponsor of Envestnet Institute On Campus and participate in preparing the future of the industry.
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Overview Brochure
Envestnet on Campus Talent Challenge
The future of the wealth management industry in the US is clouded by upcoming retirements and a high attrition rate among new recruits.
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Brochure
How Envestnet on Campus Can Help Students
Want to boost your marketability in the wealth management industry? Envestnet on Campus gives you the edge by helping you understand the industry’s products, language, and trends.
Disclosures
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
This presentation does not constitute an endorsement of any particular firm, individual or school, nor does it indicate that the subjects featured have attained a particular level of skill or ability.