Summer Experience Program: Financial Planning

BGM Financial Planning Experience
Join us in Summer of 2027 for our Financial Planning Experience! 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.
Program 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
To be eligible, students must:
Be pursuing a Bachelor’s degree in Financial Planning, Finance, or a related field
Be of Sophomore or Junior status
Have an interest in financial planning, wealth management, or advising
Be internally and academically motivated
Possess strong verbal and written communication skills
Demonstrate strong interpersonal skills
Be both customer service and team-oriented
Participants:
Approximately 10–15 students from regional colleges and universities will be selected for this program through our campus recruitment initiatives. Program invitations will be extended to individuals who exemplify our Core Values, which are at the heart of everything we do:
Integrity first
Service above self
Concern for team members
Entrepreneurial spirit
Quality and timely results
Innovative and creative solutions
Balance of life
Caring client relationships
Embrace change and constant learning
Join us to explore what a career in financial planning looks like at BGM and experience how we help clients navigate complex financial decisions with confidence.

Employment type
Seasonal

Work arrangement
No