Summer Experience Program: Financial Planning

BGM Financial Planning ExperienceBloomington, MN | Tuesday, August 4 | 8:00 AM – 12:00 PMJoin us on August 4, 2026 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 BenefitsIncrease your overall understanding of the financial planning and wealth management industryLearn more about BGM’s integrated services, including Wealth, CPA, M&A, and TrustGain leadership skills and insights through interactive exercisesNetwork with BGM professionals at all levels, from staff to partnerExperience BGM culture and values in actionMeet other driven students with similar career interestsIncrease your professional and communication skillsHave the potential to enter our pipeline for internship and full-time opportunitiesTo Be Eligible, Students MustBe pursuing a Bachelor’s degree in Financial Planning, Finance, or a related fieldBe of Sophomore or Junior statusHave an interest in financial planning, wealth management, or advisingBe internally and academically motivatedPossess strong verbal and written communication skillsDemonstrate strong interpersonal skillsBe both customer service and team-orientedParticipantsApproximately 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 firstService above selfConcern for team membersEntrepreneurial spiritQuality and timely resultsInnovative and creative solutionsBalance of lifeCaring client relationshipsEmbrace change and constant learningJoin 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.