Students from Beacon Pointe Summer Internship Program Exchange Ideas with Top RIA Leaders

Students from Beacon Pointe Summer Internship Program Exchange Ideas with Top RIA Leaders

Newport Beach, California – June 20, 2017 – Beacon Pointe University (BPU), a summer-long internship program that began in 2011 for college undergraduates offers students an opportunity to gain hands-on experience in the wealth advisory RIA industry, understand career opportunities in wealth management, and take an educational investments course taught by professionals in the business. For the first time in BPU history, Beacon Pointe interns attended Charles Schwab’s EXPLORE Conference in Laguna Niguel, a leadership program where top nationwide RIA executives exchange strategies for success and how to tackle the industry’s biggest challenges.

Six of the nine student interns invited to attend were sent from Beacon Pointe. These students study business, finance, and economics from universities across the country including Wake Forest University, Arizona State University, University of Colorado Boulder, Boston College, Loyola Marymount University, and the University of Notre Dame. BPA’s CEO, Shannon Eusey, and their Head of Marketing, Alli Hillgren, were also in attendance. The EXPLORE Conference on Thursday comprised of networking opportunities, sessions, speakers, and a women’s reception.

The Beacon Pointe Summer Internship Program aims to educate interns on capital preservation, asset growth, and how financial services enable individuals, families, and businesses to achieve their financial goals. At Beacon Pointe, interns have the flexibility to work across different departments, sit-in on client meetings, and collaborate on projects in order to narrow their career interests.  This summer, Beacon Pointe’s interns have been offered the opportunities to work in the areas of Operations, Client Services, Marketing, Financial Planning, and Analytics in the Southern California regional offices.

“This week, our BPU investments course was taught by Graham Pierce, one of Beacon Pointe’s equity partners who doubles as a UC Irvine MBA adjunct-professor. His class covered the global impact of the 2008 economic collapse” states Lauren Eagan, a senior and economics major at LMU. “Then, at EXPLORE, one of the keynote speakers and COO of Edelman, Matthew Harrington, emphasized the need to prioritize client relationships and rebuild the state of trust within financial services as a response to 2008. I’ve seen BPA doing a great job of this as a fiduciary firm. Trust and transparency will continue to be of most importance for the next generation of RIA leaders.”

Beacon Pointe Advisors is a horizontally organized workplace that encourages interns to ask questions, try new things, and utilize their internship as a learning experience. Beacon Pointe accepts summer intern applications a year in advance and the formal internship program is underway from June through August.

 

$(document).ready(function() { $('a').on('click touchend', function(e) { var el = $(this); var link = el.attr('href'); window.location = link; }); });