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plante moran

Campus Hires

Financial Advisor - Intern

  • Location: United States, Michigan, Grand Rapids

  • Location: United States, Michigan, Kalamazoo

  • Location: United States, Illinois, Chicago

  • Location: United States, Michigan, East Lansing

Date published:

23-Aug-2018

Make your mark. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $14.3 billion in assets under management as of December 31, 2017 and a total $19.09 billion in assets advised on as of December 31, 2017, we have have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

 
Your role.

Forget about getting coffee and making copies. As an intern, you’ll be treated just like our entry level staff. Working with staff at all levels of the firm, you’ll dive in with hands-on experience and substantial scope to help drive our client’s success.  Your work will include, but not be limited to:

  • Evaluate client financial plans utilizing knowledge of tax and investment strategies and securities
  • Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies.
  • Performing recurring quality control procedures on account activity ensuring mutual fund trades and wires with appropriate custodians have taken place and providing distributions to the clients.
  • Preparing reports, including charts and graphs, to illustrate trends, future payoffs, and possible risks of various investment opportunities.


The qualifications.

  • Detail-oriented leader with strong analytical and communication (written and verbal) skills
  • Pursuing a Bachelor’s degree in finance, mathematics, economics, accounting or related field.
  • Academic success (a minimum major GPA of 3.25).
  • On track to complete the requisite degree and supporting credits to sit for the CFP exam, with the goal of successfully obtaining your CFP license.
  • Some experience at a brokerage, financial planning firm/practice or money management firm is preferred.


Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For” and "100 Best Companies for Millennials". In 2018, Vault.com ranked us at #6 on their annual “Best Accounting Firms to Work for” list which included the #1 spot in 11 “quality of life” categories.  In 2016, Forbes recognized us on their “Top 50 Wealth Managers” list and in 2017, the Financial Times recognized us as a member of the elite “FT 300” a list of the top US registered investment advisors. At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

 

Apply now. Make your mark.

 

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel.

 

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

 

The specific statements above are not intended to be all-inclusive.