Wealth Management Intern: Hands-On Advisor Experience

Plante Moran; Southfield (MA); On-site; USD 45,000 - 50,000; Full time

Job summary

Plante Moran Wealth Management, based in the United States, invites you to join as an intern. You’ll work alongside staff at all levels in a fast-paced environment, gaining hands-on experience across wealth management and financial planning to help drive client success.

You will assess assets and liabilities, evaluate financial plans, and perform quality controls on account activity, using technology to prepare reports with charts and graphs for client recommendations.

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

Communication

Analytical skills

Attention to detail

Teamwork

Education

Bachelor’s degree in finance/economics/accounting

CFP track program or CFP Board Registered Program

GPA 3.0

Job description

Plante Moran Wealth Management, based in the United States, invites you to join as an intern. You’ll work alongside staff at all levels in a fast-paced environment, gaining hands-on experience across wealth management and financial planning to help drive client success.

You will assess assets and liabilities, evaluate financial plans, and perform quality controls on account activity, using technology to prepare reports with charts and graphs for client recommendations.