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Financial Advisor - Intern(2023)

Company: Plante Moran
Location: Ann Arbor
Posted on: November 22, 2022

Job Description:

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 proudlyserves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance.With $19.8B in assets under managementasof December 31, 2021, we have over 250 professionals dedicated todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
Your role.No busy work here. 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:

  • Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies.
  • 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.
  • 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 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. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture and an endless array of opportunities. We're consistently recognized as one of Fortune magazine's "100 Best Companies to Work For," "Best Workplaces for Women," and "Best workplaces for Parents" - distinctions awarded to us based on confidential feedback from our staff. We also ranked #1 on Accounting Today's 2021 list of CPA firms ranked by assets under management. And we live out our "We care" culture everyday-we care about our staff, clients, and communities-with one of the lowest staff turnovers in our industry.So,what are you waiting for? Apply now. This is a non-exempt position and may require 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.

Keywords: Plante Moran, Ann Arbor , Financial Advisor - Intern(2023), Other , Ann Arbor, Michigan

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