About the role#
Plante Moran is seeking a Financial Advisor Intern for the Summer 2027 term in Denver, Colorado. This is a full-time, paid, hybrid position. You will work alongside our staff to gain hands-on experience in wealth management and client service. This program is intended for students currently pursuing a degree who plan to return to school after the internship.
What you'll do#
- Assess client assets, liabilities, cash flow, tax status, and financial objectives to create planning solutions.
- Evaluate financial plans using your knowledge of tax strategies, investment securities, and financial planning.
- Perform quality control procedures on account activity to verify trades and money movements with custodians.
- Coordinate the delivery of client distributions.
- Use technology to build reports, charts, and graphs that illustrate recommendations for client matters.
What you'll need#
- Pursuing a bachelor’s degree in finance, mathematics, economics, accounting, or a related field.
- A minimum cumulative GPA of 3.0.
- Strong analytical skills and attention to detail.
- Effective written and verbal communication skills.
- A strong interest in investments and economics, with a desire to help individuals and families reach their goals.
- On track to complete your degree and either willing to complete coursework for the CFP exam or currently enrolled in a CFP Board Registered Program.
- Previous experience at a brokerage, financial planning firm, or money management firm is preferred.
Location & details#
- Location: Denver, Colorado.
- Term: Summer 2027.
- Work Modality: Hybrid.
- This position is non-exempt and may require hours exceeding 40 per week, as well as some travel.
- Candidates must be authorized to work in the United States without sponsorship.
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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