Plante Moran Internship
Type of Job
About the job
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.
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 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.
Southfield, MI, USA