About the role#
As a Financial Advisor Intern, you will work alongside staff at all levels of the firm. You will gain hands-on experience and contribute to client success, receiving the same level of responsibility as our entry-level staff. This position is full-time and follows a rolling application process.
What you'll do#
- Assess client assets, liabilities, cash flow, tax status, and financial objectives.
- Develop investment and financial planning solutions.
- Evaluate client financial plans using knowledge of investment strategies, tax strategies, and financial securities.
- Perform recurring quality control procedures on account activity.
- Verify that trades and money movements with custodians occur as planned.
- Ensure distributions are provided to clients.
- Use firm technology to prepare reports, charts, and graphs for client recommendations.
What you'll need#
- Current enrollment in a bachelor's program for finance, mathematics, economics, accounting, or a related field, with plans to return to school after the internship.
- A minimum cumulative GPA of 3.0.
- Strong analytical skills and attention to detail.
- Effective written and verbal communication skills.
- A genuine interest in investments, economics, and helping individuals reach financial goals.
- Progress toward a bachelor's degree from a CFP Board Registered Program OR a willingness to complete the coursework required to sit for the CFP exam.
- Prior experience at a brokerage, money management firm, or financial planning practice is preferred.
Location & details#
- Locations: Detroit, Michigan and Denver Tech Center, Colorado.
- Modality: Hybrid work environment.
- Compensation: This is a paid position.
About Plante Moran
Plante Moran is an accounting and consulting firm based in Southfield, Michigan. The firm provides audit, tax, wealth management, and business advisory services to various sectors including manufacturing, healthcare, and government. It operates 23 locations across the United States and internationally. The firm employs approximately 4,759 professionals.
How to get in at Plante Moran
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