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Financial Planning Intern

Financial Planning Intern

BGM GroupMinneapolis, MN, US
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Financial Planning Internship Program

BGM is seeking a bright, motivated, and service-minded student for our Financial Planning Internship Program. Our internship is designed to provide meaningful client-facing and operational training and experience for a candidate currently enrolled in college and majoring in areas leading to a career as a Financial Advisor. Throughout your internship, you will be partnered with team members in varying roles of the Firm to help foster your success, ensure your assimilation into the Firm, and provide you with ongoing feedback on your job performance. Join us to not only learn and grow but also make a meaningful impact on the clients we serve and the community around us.

As an Intern, you will :

  • Assist with all aspects of preparation for client meetings, including asset allocation, cash flow projections, and retirement planning scenarios;
  • Participate in client meetings, track follow-up items, and complete them with input from the lead advisor;
  • Assist in the portfolio management process to gain hands-on experience with our investment approach and theory;
  • Complete firm projects that may encompass firm operations, business development, wealth management, and investment management;
  • Collaborate with the administrative team to understand the paperwork and processes involved in opening accounts and resolving client issues, gaining insights into common challenges and their solutions;
  • Assist in reviewing tax returns to identify and recommend tax-efficient strategies for clients;
  • Gain experience, exposure, and knowledge of the profession.

Who is our Ideal Intern?

First and foremost, our ideal Intern will possess the ability to work with our Core Values at the heart of everything you do. These values are :

  • 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.

    • In addition, we are looking for Interns who are :

  • Enrolled in a Bachelor's degree program in Business, Finance, Economics or related field of study. On track to, or interest in completing CFP certification.
  • Able to work effectively both on a team and independently.
  • Enthusiastic and willing to learn.
  • Have strong verbal and written communication skills.
  • Residing in the Hennepin County area during the internship.
  • Authorized to work in the United States on a permanent basis.

    • Who is BGM?

    BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting, and tax services to meet business and personal needs. We don't just solve problems, we anticipate needs. We don't just provide ideas, we provide insight. And we don't just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!

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    Planning Intern • Minneapolis, MN, US