2027 Financial Advisor Intern
About the role
Plante Moran Wealth Management 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 $25.1B in assets under management as of December 31, 2025, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
Your work will include, but not be limited to
- Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions
- Evaluating 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
- Working with appropriate technology to prepare reports, including charts and graphs, to illustrate various recommendations and solutions to client specific matters
The qualifications
- 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
- Some experience at a brokerage, financial planning firm/practice or money management firm is preferred
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.
Pay
The compensation range for this role in CO, IL, OH, and MA is $33.00 - $36.00.