2027 Financial Advisor Intern

We need to output HTML fragment with sections: About the role? The posting includes description of company, role, responsibilities, qualifications, benefits, pay, schedule? Let's parse. We must not repeat job title as heading. No Job ID. Remove boilerplate: EEO, legal, application instructions, etc. Keep substantive info. We need sections only when there is real specific content. We have: - Intro: "Applications are accepted on an ongoing basis. 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." This is generic marketing; maybe part of About the role? Could be "About the role" or "About us". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (or About us). We'll include a paragraph summarizing that. - Then description of firm: "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 $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." This is about the company; could be part of About the role. - Then "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. 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. 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." That's responsibilities. So we can have Responsibilities section with

• each duty. - Then "The Qualifications." list: 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. 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. We need to separate Qualifications vs Requirements vs Skills. The instruction says use headings like Requirements, Qualifications, Skills. We have qualifications list. Could treat as Qualifications. Also there are some requirements like non-exempt, hours, travel. Could be Requirements. Skills: strong analytical, communication, detail-oriented, etc. Might be overlapping. We'll decide: Qualifications (education, GPA, CFP track, experience). Requirements (non-exempt, hours, travel). Skills (analytical, communication, detail-oriented, interest in investments, passion). But we must not create thin sections; prefer few substantive sections. Could combine Qualifications and Requirements into one "Qualifications" section? But we have separate headings suggestions. However we must only include sections when posting has real specific content. It does have qualifications, requirements, skills. We could make three sections but ensure each has substantive content. Let's extract: Qualifications (education/experience): - 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. Requirements (non-exempt, hours, travel): - 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. Skills (maybe we could embed in Qualifications). But we already have analytical, communication, detail-oriented etc. Might be redundant. Could combine Qualifications and Skills into one "Qualifications" section and have Requirements separate. Let's do: About the role, Responsibilities, Qualifications, Requirements, Benefits, Pay, Schedule. Now 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." We need to keep substantive info. Remove fluff like "We are pleased to offer eligible staff a robust benefits package." but keep list. Pay: "The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $33.00 - $36.00" We need to keep pay range: $33.00 - $36.00 (presumably hourly). Also note it's for those regions. We'll include that. Schedule: Not explicitly given besides "may require work hours that exceed the standard 40-hour work week." That's more requirement. No explicit schedule like part-time/full-time. Could we create Schedule section? The posting does not state schedule specifics. So we should not create Schedule section because no real specific content. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. We have Pay and Benefits. Schedule not stated, so omit. Now we need to remove boilerplate: EEO, drug-free workplace, application instructions, etc. Also remove lines like "Applications are accepted on an ongoing basis." maybe keep as part of About? It's generic but could be considered fluff. Might keep as part of About the role? It's not substantive. Might drop. We need to preserve ALL substantive information; do not invent or summarize away detail. So we must keep details like $25.1B AUM, over 300 professionals, etc. Keep those. Now produce HTML fragment with headings

  and appropriate

  or

  • . Let's craft sections:

    About the role

    Plante Moran Wealth Management, a trusted advisor to individuals and families, provides comprehensive financial solutions including wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $25.1B in assets under management as of December 31, 2025 and over 300 professionals, the firm delivers holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

    Maybe also include the "we-care" culture line? Could be part of About but it's fluff. Might drop.

    Responsibilities

    • Assess 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.
    • 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.
    • Work with appropriate technology to prepare reports, including charts and graphs, to illustrate various recommendations and solutions to client‑specific matters.

    Qualifications

    • Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or a 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.
    • Effective written and verbal communication.
    • Minimum cumulative GPA of 3.0.
    • On track to complete the requisite bachelor’s degree and willingness to complete additional coursework required to sit for the CFP exam, or on track to complete a bachelor’s degree from a CFP Board Registered Program with the goal of obtaining a CFP license.
    • Some experience at a brokerage, financial planning firm/practice, or money management firm is preferred.

    Requirements

    • Non‑exempt position; may require work hours that exceed the standard 40‑hour work week.
    • May require some local, national, and occasional international travel.

    Benefits

    • Health, dental, vision, disability, and life insurance.
    • Flexible Time Off and various pre‑determined holidays.
    • 401(k) plan and flexible benefits plans.
    • Business‑related travel expense, lodging, and meal reimbursement.
    • Pension plan for eligible administrative and paraprofessional staff.
    • Discretionary bonus plan for eligible staff.
    • Option for contingent staff to elect health insurance plus limited paid sick time.

    Pay

    The compensation range for this role in Colorado, Illinois, Ohio, and Massachusetts is $33.00 – $36.00 (base salary).

    We should also mention that eligibility varies based on hours worked per week. Could include