Summer Financial Planning Experience Internship On-site

Emploive; BLOOMINGTON, Northern (MN, KY); Hybrid; USD 21,000 - 30,000; Part time

Benefits offered by this job

Internship opportunities

Networking with professionals

Leadership development

Job summary

BGM Financial Planning invites students to join the Summer 2027 Financial Planning Experience, a local leadership program designed for students pursuing a career in financial planning and wealth management.

The half‑day experience offers hands‑on case studies, exposure to real client scenarios, and networking with BGM professionals. Selected participants will explore opportunities in our boutique advisory environment and learn about career paths at BGM.

Qualifications

• Pursuing a Bachelor's degree in Financial Planning, Finance, or related field.
• Sophomore or Junior status.
• Interest in financial planning, wealth management, or advising.
• Strong verbal and written communication skills.
• Demonstrate strong interpersonal and teamwork abilities.
• Motivated and customer-service oriented.

Skills

Verbal communication

Written communication

Interpersonal skills

Customer service orientation

Team orientation

Education

Bachelor's degree in Financial Planning, Finance, or related field

Job description

BGM Financial Planning invites students to join the Summer 2027 Financial Planning Experience, a local leadership program designed for students pursuing a career in financial planning and wealth management.

The half‑day experience offers hands‑on case studies, exposure to real client scenarios, and networking with BGM professionals. Selected participants will explore opportunities in our boutique advisory environment and learn about career paths at BGM.