2026 Financial Advisor Entry Level
About The Position
Plante Moran Wealth Management proudly serves as a trusted advisor to individuals and families, providing comprehensive financial solutions in 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. As an advisor, working with staff at all levels of the firm, you’ll dive in with hands-on experience and substantial scope to help drive our client’s success.
Requirements
- Detail-oriented leader with strong analytical and communication (written and verbal) skills.
- Bachelor's or master's degree in finance, mathematics, economics, accounting or related field.
- Academic success (a minimum cumulative GPA of 3.0).
- Completion of a requisite bachelor’s degree and willingness to complete additional coursework required to sit for the CFP exam OR completion of a requisite bachelor’s degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license.
- 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
- Internship 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 establish investment strategies.
- 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.
- Preparing reports, including charts and graphs, to illustrate trends, future payoffs, and possible risks of various investment opportunities.
Benefits
- health insurance
- dental insurance
- vision insurance
- disability insurance
- life insurance
- Flexible Time Off
- various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense, lodging, and meal reimbursement for business-related use.
- pension plan is also available for eligible administrative and paraprofessional staff.
- discretionary bonus plan is available for eligible staff.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
