Finance & Wealth Management Intern — CFP Path

Plante Moran; Columbus (OH); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Travel expenses (business)

Life insurance

Discretionary bonus

Job summary

Plante Moran Wealth Management in Columbus, OH, is seeking an Intern who will be treated like our entry-level staff. You’ll gain hands-on experience in a fast-paced environment with scope to help drive client success.

The role focuses on evaluating client assets, investment planning, and financial strategies, while you develop skills in tax, budgeting, and reporting. Must be pursuing a finance/economics/accounting bachelor’s, with a 3.0+ GPA and CFP-track option.

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.

Responsibilities

• 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.

Skills

Detail-oriented

Analytical skills

Communication

Education

Bachelor’s degree in finance, mathematics, economics, accounting or related field

CFP path / CFP Board Registered Program

Job description

Plante Moran Wealth Management in Columbus, OH, is seeking an Intern who will be treated like our entry-level staff. You’ll gain hands-on experience in a fast-paced environment with scope to help drive client success.

The role focuses on evaluating client assets, investment planning, and financial strategies, while you develop skills in tax, budgeting, and reporting. Must be pursuing a finance/economics/accounting bachelor’s, with a 3.0+ GPA and CFP-track option.