2026 Financial Advisor Intern

Plant Moran • Detroit, MI

8d • $36 - $36 • Hybrid

About The Position

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Having roots in one of the nation’s largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $21.7B in assets under management as of December 31, 2024, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence. Your role. No busy work here. As an intern, you’ll be treated just like our entry level staff. Working with staff at all levels of the firm, you’ll dive into a fast-paced environment with hands-on experience and substantial scope to help drive our client’s success. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace.

Requirements

• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field.
• Strong interest in investments and economics.
• Passionate about helping individuals and families reach their financial goals.
• Detail-oriented leader with strong analytical skills.
• Must be able to communicate effectively (both written and verbal)
• Academic success (a minimum cumulative GPA of 3.0).
• On track to complete requisite bachelor’s degree and willingness to complete additional coursework required to sit for the CFP exam OR on track to complete requisite bachelor’s degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license.
• This is a non-exempt position and may require work hours that exceed the standard 40-hour work week.
• This position may require some local, national, and occasional international travel.
• Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Nice To Haves

• Some experience at a brokerage, financial planning firm/practice or money management firm is preferred.

Responsibilities

• Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions.
• Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities.
• Performing recurring quality control procedures on account activity ensuring trades and money movements with appropriate custodians have taken place and distributions are provided to the clients.
• Work with appropriate technology to prepare reports, including charts and graphs, to illustrate various recommendations and solutions to client specific matters.

Benefits

• We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance.
• In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use.
• A pension plan is also available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan is available for eligible staff.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

What This Job Offers

• Career Level: Intern
• Number of Employees: 501-1,000 employees