About the role#
As a Financial Advisor Intern at Plante Moran, you will work alongside staff at all levels of the firm. This role provides hands-on experience in wealth management and client service. You will be treated as a member of our entry-level staff, contributing directly to client success.
What you'll do#
- Assess client assets, liabilities, cash flow, and tax status to develop financial planning solutions.
- Evaluate financial plans using your knowledge of investment strategies and securities.
- Perform quality control procedures on account activity to ensure trades and money movements are completed with custodians.
- Use technology to create reports, charts, and graphs that illustrate recommendations for clients.
What you'll need#
- Current pursuit of a bachelor’s degree in finance, mathematics, economics, accounting, or a related field.
- A minimum cumulative GPA of 3.0.
- A strong interest in investments and economics.
- Progress toward completing a bachelor’s degree from a CFP Board Registered Program, or a willingness to complete the additional coursework required to sit for the CFP exam.
Location & details#
- Location: Southfield, Michigan.
- Modality: Hybrid.
- Status: Paid, full-time internship.
- Term: Rolling.
- Note: This is a non-exempt position that may require travel and hours exceeding a standard 40-hour work week.
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
Applying early is a distinct advantage at a large firm like Plante Moran. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first and get seen before the pile grows. Being part of the initial wave of applicants helps you stand out in a competitive process. You can also improve your response rates by reaching out to recruiters directly. Intern Insider surfaces the recruiters behind the company roles so you can ask about the position or request a referral. This direct approach often yields better results than submitting an application into a general queue.
