Wealth Management Intern: Invest in Your CFP Path

Plante Moran; Auburn Hills (MI); On-site; USD 45,000 - 50,000; Full time

Job summary

Plante Moran Wealth Management is offering an internship designed to mirror entry level staff experience. You’ll work with teams across the firm in a fast-paced environment, gaining hands-on exposure to client investments, financial planning, and reporting.

This role is non-exempt, may require travel, and emphasizes growth, mentorship, and real client work from day one, with a culture focused on integrity and service.

Qualifications

• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field.
• Strong interest in investments and economics.
• Detail-oriented with strong analytical skills.
• Effective written and verbal communication.

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

Financial analysis

Investment research

Client communication

Attention to detail

Education

Bachelor's degree in finance, mathematics, economics, accounting (in progress)

Job description

Plante Moran Wealth Management is offering an internship designed to mirror entry level staff experience. You’ll work with teams across the firm in a fast-paced environment, gaining hands-on exposure to client investments, financial planning, and reporting.

This role is non-exempt, may require travel, and emphasizes growth, mentorship, and real client work from day one, with a culture focused on integrity and service.