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Wealth Management Intern: CFP Path to Licensure

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Plante Moran
Apprenticeship/Internship position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 69000 - 75000 USD Yearly USD 69000.00 75000.00 YEAR
Job Description & How to Apply Below

Plante Moran Wealth Management is seeking an intern to gain hands-on experience in a fast-paced wealth management environment in Ann Arbor, MI. You’ll work with staff at all levels to support client success, learn investment planning, and contribute to financial analyses and reporting.

You’ll assess client objectives, review plans, and perform quality controls while gaining exposure to tax strategies and securities. The role emphasizes growth, learning, and in-person collaboration.

We are looking to fill the Wealth Management Intern: CFP Path to Licensure position at Plante Moran in Ann Arbor, MI, United States.

Our organisation is growing, and we are hiring a Wealth Management Intern: CFP Path to Licensure in Ann Arbor, MI, United States.

This opening is for the Wealth Management Intern: CFP Path to Licensure role at Plante Moran.

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