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.