2027 Financial Advisor Intern

Applications are accepted on an ongoing basis.

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Having roots in one of the nation’s largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $25.1B in assets under management as of December 31, 2025, we have over 300 professionals dedicated to delivering 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 into a fast-paced environment 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 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.

The qualifications. Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field. Strong interest in investments and economics. Passion