The Summer Experience Program: Financial Planning is a half-day program designed for students interested in pursuing a career in financial planning and wealth management. It offers insight into the culture and career opportunities at BGM, networking, and hands-on case studies.
Requirements
- Bachelor’s degree in Financial Planning, Finance, or a related field
- Sophomore or Junior status
- Interest in financial planning, wealth management, or advising
- Strong verbal and written communication skills
- Strong interpersonal skills
- Customer service and team-oriented
Benefits
- Increase overall understanding of financial planning and wealth management industry
- Learn about BGM’s integrated services
- Gain leadership skills and insights
- Network with BGM professionals
- Experience BGM culture and values
- Meet other driven students
- Increase professional and communication skills
- Potential to enter internship and full-time opportunities
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