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 and over 300 professionals, we deliver holistic, independent, and objective financial guidance.

Your work will include

• 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

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

Schedule

• 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

Pay

The compensation range for this role in CO, IL, OH, and MA is $33.00 - $36.00 per hour.

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement for business-related use
• Pension plan available for eligible administrative and paraprofessional staff
• Discretionary bonus plan available for eligible staff
• Contingent staff positions may elect health insurance in addition to limited paid sick time