Summer Experience Program: Financial Planning

Program Overview

BGM’s Financial Planning Experience is a half-day program for students who are interested in pursuing a career in financial planning and wealth management. It provides insight into the culture and career opportunities at BGM.

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
• Navigate real client scenarios through a hands-on case study experience
• Connect with firm leadership and other BGM professionals
• Experience BGM culture and values in action
• Network with other driven students with similar career interests
• Increase your professional and communication skills
• Potentially enter BGM’s pipeline for internship and full-time opportunities

Eligibility

• Pursuing a Bachelor’s degree in Financial Planning, Finance, or a related field
• Sophomore or Junior status
• An interest in financial planning, wealth management, or advising
• Internally and academically motivated
• Strong verbal and written communication skills
• Strong interpersonal skills
• Customer service and team-oriented

Selection Process

About 10–15 students from regional colleges and universities will be selected for this program through campus recruitment initiatives. Invitations will be extended to individuals who exemplify BGM’s Core Values: 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.

Core Values

• 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