Summer Experience Program: Financial Planning

BGM Group • Bloomington, MN

8d • Onsite

About The Position

BGM's Financial Planning Experience is a local leadership program designed for students who have not yet been through the internship recruiting process, have approximately two years remaining of their education, and are interested in pursuing a career in financial planning and wealth management. This half-day program gives you the chance to explore your interests in a career in financial planning within a small RIA / boutique advisory environment. The Financial Planning Experience not only provides insight into the culture and career opportunities at BGM but also offers a forum to showcase your strengths and abilities through networking and interactive, team-based activities. You can also expect to gain exposure to real client scenarios while participating in a hands-on case study experience, connect with firm leadership, access developmental insights, and network with BGM professionals and other top candidates in your field. This program is intended to be informative and engaging! Most importantly, you’ll receive answers to your questions about life at BGM, learn more about career paths in financial planning, and have the opportunity to be considered for future internship opportunities.

Requirements

• Students must be pursuing a Bachelor’s degree in Financial Planning, Finance, or a related field.
• Students must be of Sophomore or Junior status.
• Students must have an interest in financial planning, wealth management, or advising.
• Students must be internally and academically motivated.
• Students must possess strong verbal and written communication skills.
• Students must demonstrate strong interpersonal skills.
• Students must be both customer service and team-oriented.

Nice To Haves

• Students who have not yet been through the internship recruiting process.
• Students who have approximately two years remaining of their education.

Responsibilities

• Explore interests in a career in financial planning within a small RIA / boutique advisory environment.
• Showcase strengths and abilities through networking and interactive, team-based activities.
• Gain exposure to real client scenarios while participating in a hands-on case study experience.
• Connect with firm leadership.
• Access developmental insights.
• Network with BGM professionals and other top candidates.
• Receive answers to questions about life at BGM.
• Learn more about career paths in financial planning.
• Be considered for future internship opportunities.

Benefits

• Increase your overall understanding of the financial planning and wealth management industry.
• Learn more about BGM’s integrated services, including Wealth, CPA, M&A, and Trust.
• Gain leadership skills and insights through interactive exercises.
• Network with BGM professionals at all levels, from staff to partner.
• Experience BGM culture and values in action.
• Meet other driven students with similar career interests.
• Increase your professional and communication skills.
• Have the potential to enter our pipeline for internship and full-time opportunities.

What This Job Offers

• Career Level: Intern