Location: United States, Illinois, ChicagoLocation: United States, Colorado, Denver Tech CenterLocation: United States, Ohio, ColumbusLocation: United States, Michigan, Ann ArborLocation: United States, Michigan, Auburn HillsLocation: United States, Michigan, DetroitLocation: United States, Michigan, East LansingLocation: United States, Michigan, Grand RapidsLocation: United States, Michigan, SouthfieldLocation: United States, Michigan, MacombMake your mark.Having roots in one of the nation's largest and most
well-respected audit, tax, and wealth management firms, Plante Moran
Wealth Management proudlyserves 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 $19.4B in assets under
managementasof December 31, 2023, we have over 300 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
into a fast-paced environmentwith 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.
Passionate about helping individuals and families reach their financial goals.
Detail-oriented leader with strong analytical skills.
Must be able to communicate effectively (both written and verbal)
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, consistent
recognition as one of Fortune Magazine's "100 Best Companies to Work
For," and an endless array of opportunities.At Plante Moran,
diversity, equity and inclusion means that all staff members have equitable
and fair opportunities to succeed, in an inclusive environment, with their
individual, unique identities. 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 enjoys a "Workplace for Your Day" model which, simply
put, means we strive for flexibility and balance while staying true to our
principally in-person model. We believe that face-to-face interactions are
paramount for individual and collective development, but lso encourage
individuals to work with their supervisor and team to determine their optimal
working environment each day.Plante Moran is committed to a diverse workplace.We strive to create a culture
where each person feels accepted and valued. We believe that each person's
ultimate potential begins with first acknowledging their inherent dignity.
When we can recognize - and celebrate - our many human differences, we're
able to create a workplace where all staff feel a sense of belonging and an
opportunity to succeed. This allows us to attract and retain the best
talent, serve clients through diverse thinking, and better represent and
support the various communities in which we live and work.Plante Moran is an
Equal Opportunity Employer.Plante Moran maintains a drug-free workplace.