2027 Financial Advisor Intern
About The Position
Plante Moran Wealth Management serves individuals and families with comprehensive financial solutions, including wealth management, investment research, wealth transfer, trust services, life insurance, and tax. The firm reports $25.1 billion in assets under management as of December 31, 2025, and more than 300 professionals. As an intern, you will be treated like entry-level staff and gain hands-on experience working with people across the firm to help support client success. This internship is intended for students pursuing a degree who plan to return to school after the internship. Candidates completing their degree before or during the internship are encouraged to apply for entry-level opportunities instead. The role is non-exempt and may involve work hours exceeding a standard 40-hour week. Some local, national, and occasional international travel may be required. Plante Moran follows a “Workplace for Your Day” model: the firm is principally in-person while encouraging staff to coordinate with their supervisor and team to determine the optimal working environment each day. The position’s listed compensation range for Colorado, Illinois, Ohio, and Massachusetts is $33.00–$36.00; the description does not specify the pay period.
Requirements
- Currently pursuing a bachelor’s degree in finance, mathematics, economics, accounting, or a related field.
- Strong interest in investments and economics.
- Passion for helping individuals and families reach their financial goals.
- Detail-oriented leadership qualities and strong analytical skills.
- Effective written and verbal communication skills.
- Minimum cumulative GPA of 3.0.
- On track to complete the requisite bachelor’s degree and willing to complete additional coursework required to sit for the CFP exam, or on track to complete the requisite bachelor’s degree from a CFP Board Registered Program with the goal of obtaining a CFP license.
- Currently pursuing a degree and planning to return to school following the internship.
- Legally authorized to work in the United States without sponsorship, except for qualified candidates bilingual in Japanese and English or Chinese and English.
Nice To Haves
- Some experience at a brokerage, financial planning firm or practice, or money management firm is preferred.
Responsibilities
- Assess clients’ assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions.
- Evaluate client financial plans using knowledge of investment and tax strategies and financial securities.
- Perform recurring quality-control procedures on account activity to ensure trades and money movements with appropriate custodians have taken place and distributions are provided to clients.
- Use appropriate technology to prepare reports, including charts and graphs, illustrating recommendations and solutions for client-specific matters.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- Flexible Time Off
- Predetermined holidays
- 401(k) plan
- Flexible benefits plans
- Business-related travel, lodging, and meal reimbursement
- Pension plan for eligible administrative and paraprofessional staff
- Discretionary bonus plan for eligible staff
- Some contingent staff positions may elect health insurance and receive limited paid sick time
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What This Job Offers
Career Level
Intern
