Financial Advisor - Intern(2025)

Location: United States, Illinois, ChicagoLocation: United States, Colorado, Denver Tech CenterLocation: United States, Ohio, ColumbusLocation: United States, Michigan, Ann ArborLocation: United States, Michigan, Auburn HillsLocation: United States, Michigan, DetroitLocation: United States, Michigan, East LansingLocation: United States, Michigan, Grand RapidsLocation: United States, Michigan, SouthfieldLocation: United States, Michigan, MacombMake your mark.Having roots in one of the nation's largest and most

well-respected audit, tax, and wealth management firms, Plante Moran

Wealth Management proudlyserves 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 $19.4B in assets under

managementasof December 31, 2023, we have over 300 professionals dedicated

todelivering holistic, independent, and objective financial guidance with

the highest level of quality, integrity, and excellence.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 environmentwith 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.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

(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.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.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 lso 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.Plante Moran is an

Equal Opportunity Employer.Plante Moran maintains a drug-free workplace.