Wealth Management Intern — Hands-On, Growth‑Focused

Plante Moran; Denver (CO); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Flexible Time Off

401(k) plan

Pension plan

Discretionary bonus

Job summary

Plante Moran Wealth Management in Denver is seeking an Intern who will be treated like entry-level staff, gaining hands‑on experience across the firm with substantial scope to drive client success. You’ll work alongside staff at all levels and dive into a fast-paced environment.

Your work includes assessing client assets, liabilities, cash flow, and financial objectives to craft investment and financial planning solutions, evaluating plans with tax strategies, and preparing analytic reports with

Qualifications

• Pursuing a bachelor’s degree in finance or related field with strong interest in investments.
• Academic success with a minimum cumulative GPA of 3.0.
• Willingness to sit for the CFP exam after required coursework.
• On track to complete requisite bachelor’s degree from a CFP Board Registered Program.
• Some brokerage or financial planning experience 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

Analytical skills

Effective communication

Detail-oriented

Interest in investments

GPA 3.0+

Education

Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field

Job description

Plante Moran Wealth Management in Denver is seeking an Intern who will be treated like entry-level staff, gaining hands‑on experience across the firm with substantial scope to drive client success. You’ll work alongside staff at all levels and dive into a fast-paced environment.

Your work includes assessing client assets, liabilities, cash flow, and financial objectives to craft investment and financial planning solutions, evaluating plans with tax strategies, and preparing analytic reports with