Our department works closely with the Porter Family Professional Development Center to help our students find both internships and employment after graduation. Through the Reed Finance Center, Center for Financial Literacy, and student organizations like the Financial Management Association (FMA) and Women in Finance, we offer career panels and professional development events throughout the academic year. Our participation in Envestnet introduces students to opportunities in the wealth management field, while our partnerships with the CFA Institute give students experience in asset management. All of our majors are exposed to leading industry technology, such as Bloomberg and Factset, in their courses.

Internships

Finance majors are required to complete at least one internship for academic credit through BUS 3985. Examples of internships students have completed include product development for JP Morgan Chase, business advisory for EY, operations analysis for Credit Suisse, financial analysis for Bank of America/Merrill Lynch, client solutions for FactSet, and consumer lending for Wells Fargo.

Graduation Outcomes

Elon Finance alumni work for employers such as Morgan Stanley, Bank of America/Merrill Lynch, Citigroup, EY Advisory Consulting, Bloomberg, FactSet Research Systems, Credit Suisse, Goldman Sachs, Fidelity, United Technology, JPMorgan Chase, Carlyle Group, Jefferies, State Street, Vanguard, Booz Allen Hamilton and Wells Fargo.

Career Paths

Learn about various finance careers, including recommended courses for each path.

 

Alumni Spotlight

Photo of Taylor Turgeon '20

Taylor Turgeon '20

About:

Taylor is an associate wealth manager at Gitterman Wealth Management, a small firm based in Edison, New Jersey. Prior to joining the firm, she worked as a personal banker at a local bank in her home state of Maine, and as a financial representative intern at Northwestern Mutual in New Hampshire. Her passion for financial planning began when she joined Beta Alpha Psi, a professional fraternity for finance and accounting majors. Her volunteer work with the organization included Junior Achievement and presenting financial literacy concepts to high school students in the area. She graduated magna cum laude from Elon University with a bachelor’s in finance. She holds her FINRA Series 7, 66, and Life & Health Insurance licenses.

A typical day at work:

Every day is different! It all depends on our what our clients need. I try to structure my day so that the first half is spent responding to emails from the night before, and scheduling/preparing annual review meetings for our team’s existing clients. I also like to catch up on the news in the morning. Then the rest of the day is either spent in meetings, prepping presentations for prospective clients, or catching up on random tasks.

Steps to success I've taken:

My favorite quote is “Chance favors the prepared mind.” I can contribute a lot of my success to luck, but I wouldn’t have been so lucky if I hadn’t been open and ready for the opportunities I was presented with. I made sure to take my classes seriously, got involved with professional organizations, and attended all the career events Elon hosted. With a lot of hard work, and a little bit of serendipity, I was able to land my current job.

Most rewarding and most challenging aspects of my job:

The most rewarding thing is hearing how much of an impact you’ve made on your clients’ lives. In some cases, you’re the only person your client trusts with the information they give you. You’re like an extension of their family. To have their confidence and appreciation is so fulfilling.

The most challenging aspects include talking with clients who think they have all the answers (spoiler: none of us do), and managing compulsive behavior when it comes to market volatility.

A hurdle I've faced in my career:

The biggest hurdle I’ve faced is starting a career during a pandemic. I started remotely (which we’re still doing as of right now), and it was really lonely, especially since I was the only new hire that summer. I oftentimes didn’t know what I was supposed to be working on, and I was really struggling with imposter syndrome. Eventually, I started to get into a routine and I made an effort to get to know some of my colleagues better, which helped me to realize that I wasn’t alone in how I was feeling.

Skills I've found essential to my job:

Intuition, intentional listening skills, and effective communication. If you can predict what people need before they need it, you will always be able to provide value. And never underestimate the power of conversation. Get people talking, and then really listen to them. Be sure to pay attention to verbal and non-verbal cues. Then be able to tell them how you can help in a non-judgmental and non-condescending way. Soft skills are just as essential, if not MORE essential, than hard skills in a client-facing career.

Advice for students:

The BIGGEST advice I can give to college students right now is to read and watch the news. Turn on CNBC when getting ready in the morning and just listen to the conversations. You don’t have to understand everything they’re saying, but just getting used to hearing financial jargon will help tremendously in preparing for working in the financial services industry.

My thoughts on the future of my industry:

With the rise of retail investing, I see the industry rising with it. More and more individuals today are looking for ways to get the most out of their money, yet most are unsure of how and where to start. That’s where we come in. And because we can provide much more value than just sticking money in an investment account, having a comprehensive financial planner will always be important and relevant.

Photo of Kristin Laub '17

Kristin Laub '17

About:

I graduated from Elon University in May of 2017. I am originally from New Canaan, Connecticut, and went to New Canaan High School. While at Elon, I was the treasurer of my sorority, Phi Mu, involved in the Club Tennis team as well as the Women in Finance club. I graduated with a major in Finance and a minor in Professional Sales. Shortly thereafter, I moved to New York City to work at FactSet. I spent two and a half years at FactSet working as an investment management consultant, and briefly moved on to a new role in sales. In December of 2019, I accepted a job at Morgan Stanley in Private Wealth Management in Park City, Utah. My boyfriend was on the US Ski Team for 10 years based in Park City, and after many years of long distance and finding my dream job, it was time to move. I am now part of this Morgan Stanley team based in Park City providing a full spectrum of private wealth management solutions to high net worth individuals, families and business owners. In my free time I enjoy travel, golf, tennis, skiing and spending time with friends and family.

A typical day at work:

A typical day starts out a little before the market opens, which in Park City is around 7:15 a.m. My role on the team is primarily around marketing and business development, so a lot of my day is focused around that. I start off the day checking emails, catching up on the markets and news, and looking at the day ahead. Our team has a daily “huddle” at 9:30 a.m. to catch up on important meetings, client or prospect interactions, and anything timely that needs to be addressed. I then spend the majority of the day working on client and prospect outreach, pushing along our various marketing efforts, networking and engaging with the community, and helping the team make sure everything we need to take care of gets done.

Steps to success I've taken:

I am always eager to learn, and always striving to get better at what I do. Being curious and always trying to ask “why” has helped me learn and grow. I also make sure to continuously build my personal and professional networks, and embrace and learn from the mentors I have found along the way.

Most rewarding and most challenging aspects of my job:

The most rewarding part of my job is the ability to make a positive impact on the lives of our clients. We get to give our clients the peace of mind to focus on what matters most to them. Ever changing regulations, technology, and uncontrollable market factors make it so there is never a dull moment in our business.

Skills I've found essential to my job:

Communication and interpersonal skills are huge, in any profession and especially ours. Every profession or industry has different technical skills that can be learned along the way, but having a strong work ethic and the ability to effectively communicate both internally and externally have proven to be incredibly essential in my role.

Advice for students:

Don’t be afraid to ask questions and ask why, and start building out your professional network now. You never know who or where a good opportunity might come from.