Financial Planning Intern

Internship Dates: Summer 2028

Start Your Financial Planning Career at BGM

BGM is looking for a motivated, curious, and service-minded student to join our Summer 2028 Financial Planning Internship Program .

Our internship is designed to give you meaningful, hands-on experience and a closer look at what it means to build a career in financial planning and wealth management. You'll work alongside experienced financial professionals, contribute to real client work, participate in client meetings, and gain exposure to the many pieces that come together to create a comprehensive financial plan.

Throughout your internship, you'll work with team members across different roles and receive ongoing coaching and feedback. You'll have opportunities to ask questions, build your technical and relationship skills, and see firsthand how our team helps clients make thoughtful decisions about their financial lives.

What You'll Do

As a Financial Planning Intern, you will

• Assist with preparation for client meetings, including asset allocation, cash flow projections, retirement planning scenarios, and other financial planning needs;
• Participate in client meetings, track follow-up items, and assist with completing next steps alongside the lead advisor;
• Gain hands-on exposure to our portfolio management process, investment approach, and philosophy;
• Assist with financial planning analysis and learn how recommendations are developed for clients;
• Review tax returns alongside the team to help identify potential tax-planning opportunities and strategies;
• Work with our administrative team to understand the processes behind opening and maintaining accounts and resolving client needs;
• Contribute to projects that may include financial planning, wealth management, investment management, business development, and firm operations;
• Collaborate with professionals across BGM to see how financial planning can connect with tax, accounting, trust and estate, and other advisory services; and
• Build your knowledge of the financial planning profession through hands-on experience, coaching, and collaboration.

Who We're Looking For

Our ideal intern is someone who enjoys working with people, is eager to learn, and is interested in understanding both the technical and relationship sides of financial planning.

You should be

• Currently pursuing a Bachelor's degree in Financial Planning, Finance, Business, Economics, or a related field;
• Interested in pursuing a career in financial planning or wealth management;
• Interested in or working toward future CFP® certification;
• Able to work effectively both independently and as part of a team;
• Comfortable communicating and building relationships with others;
• A strong verbal and written communicator;
• Curious, dependable, and willing to learn;
• Able to work from our Bloomington, Minnesota office during the internship; and
• Authorized to work in the United States on a permanent basis.

Our Core Values

At BGM, our Core Values guide how we work with our clients and with each other. We look for interns who are excited to put these values into practice:

• Own It – Take responsibility and follow through.
• Care – Build strong relationships and support those around you.
• Take Pride – Deliver work you are proud to stand behind.
• Seek Solutions – Stay curious, think creatively, and help solve problems.
• Evolve & Grow – Be open to feedback, change, and continuous learning.

Who is BGM?

BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, accounting, tax, wealth management, and financial services designed to meet both 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.

Our collaborative approach gives our financial planning team the opportunity to look beyond investments alone and understand the broader financial picture. By working alongside professionals across BGM, our interns can see how financial planning intersects with areas such as tax, accounting, business ownership, trust and estate planning, and other advisory services.

At BGM, you'll have the opportunity to learn from experienced professionals while being part of a growing, independent firm where your contributions matter.

Equal Employment Opportunity

BGM is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and prohibit discrimination and harassment of any kind based on race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local law.