Summer Financial Planning Intern Learn & Grow in Wealth Management

Posted 4 days ago

boeckermann grafstrom mayerBloomington (MN)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Intern

About the role

Boeckermann Grafstrom and Mayer (BGM) is seeking a motivated Financial Planning Intern for Summer 2028 in Bloomington, MN. You'll work with seasoned professionals, assist in client meetings, support the portfolio management process, and gain hands-on experience shaping comprehensive financial plans. You'll collaborate across teams, receive coaching, and build technical and relationship skills while contributing to real client work and learning how advisory services interconnect with tax,

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.