2027 Financial Advisor Intern

Plante Moran is seeking a Financial Advisor Intern to join their Wealth Management team in Southfield. This internship offers hands-on experience, treating interns like entry-level staff, and involves assessing client financial situations, developing investment plans, and performing quality control. The role is ideal for students pursuing degrees in finance, economics, or related fields with a passion for helping individuals and families achieve their financial goals.

• Assess client assets, liabilities, cash flow, and financial objectives
• Develop investment and financial planning solutions
• Evaluate client financial plans using investment and tax strategies
• Perform quality control on account activity and money movements
• Prepare reports with charts and graphs to illustrate recommendations

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.