Summer Experience Program: Financial Planning

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

Tagged as: Financial Modeling