2027 Financial Advisor Intern

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: description of role (Your role...), responsibilities (list of duties), qualifications (The Qualifications...), maybe skills (some bullet points like strong interest, detail-oriented, communication, etc). Benefits: there is a paragraph about benefits package. Pay: compensation range given: $33.00 - $36.00 (presumably hourly). Schedule: maybe mention work hours exceed standard 40-hour week, flexible time off, etc. There's also mention of "Workplace for Your Day" model, flexible schedule. So we can include Schedule section with info about flexible hours, possible exceed 40-hour week, travel, etc. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, legal, application instructions, etc. Also remove duplicated lines. Must preserve all substantive info. We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to decide sections: About the role (intro description), Responsibilities (list of duties), Qualifications (education, GPA, etc), Skills (maybe combine with qualifications? but we can separate skills like strong interest, detail-oriented, communication, analytical). Benefits (list). Pay (compensation range). Schedule (flexible hours, exceed 40-hour week, travel, workplace model). Ensure we don't create sections with filler like "not specified". All sections have content. Let's extract content. From posting: 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. 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." That's about the company; could be About the role? Actually "Your role." heading appears later. We'll treat "About the role" as description of role and company? The instruction: use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly. "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. Then "The Qualifications." bullet 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. Then later: "What makes us different?" etc. That's more culture; could be part of About the role? But we already have About the role maybe earlier. However we have not yet used About the role heading. We could put company overview and culture under About the role. But we already used "Your role." as responsibilities. The instruction says use headings like About the role, Responsibilities, etc. So we need to allocate content accordingly. Let's define: - About the role: overview of company, culture, mission, maybe the "we-care" culture, assets under management, etc. Could also include the "What makes us different?" section. - Responsibilities: list of duties (the bullet points after "Your Work Will Include, But Not Be Limited To"). - Qualifications: education, GPA, CFP track, etc. - Skills: maybe the soft skills like strong interest, detail-oriented, communication, analytical, leadership, etc. Could be extracted from qualifications list. - Benefits: paragraph about benefits package. - Pay: compensation range $33.00 - $36.00. - Schedule: flexible hours, may exceed 40-hour week, travel, Workplace for Your Day model, flexible time off, etc. We must not repeat content unnecessarily but preserve all substantive info. Some info appears in multiple places (e.g., flexible time off appears in benefits and also schedule). We can include in both sections if relevant, but better to avoid duplication? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication, but we should try to avoid redundant sections? It says prefer a few substantive sections over many thin ones. Duplication may be okay if it's in different sections. But we can try to avoid repeating same sentence. Let's extract each piece. Company overview / culture: - "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. 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." - "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 (hey, nobody ‘s perfect) 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. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work." We can combine these into About the role. Responsibilities list: - 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. 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. - 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: Could be derived from qualifications: strong interest, detail-oriented, analytical, communication, leadership, etc. But we already have those in qualifications. To avoid duplication, maybe we treat Qualifications as education and experience, and Skills as the soft skills. However the qualifications list already includes many skill-like items. The instruction says use sections only when posting has real specific content. We can decide to have Qualifications include education, GPA, CFP track, experience. Skills include strong interest, detail-oriented, analytical, communication, leadership, passion. But that splits the list. Might be okay. Alternatively, we could combine Qualifications and Skills into one section called Qualifications (since they overlap). But the instruction gave examples of headings; we can choose to omit Skills if we think it's redundant. However we need to include all substantive info; if we omit Skills heading, we still need to include the skill-related content somewhere. We could put them under Qualifications. That would satisfy preserving all info. Then we wouldn't need a separate Skills section. That's preferable to avoid thin sections. Thus we will have sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. We need to ensure we don't include Requirements heading (since we have Qualifications). The instruction list includes Requirements but we can omit if no specific content separate from Qualifications. The posting doesn't have a separate "Requirements" heading besides qualifications. So we omit Requirements. Now Benefits: we have paragraph: "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