Plante Moran
Overview
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 $21.7B in assets under management as of December 31, 2024, 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
Your role. As an advisor, 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. Evaluating 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. Preparing reports, including charts and graphs, to illustrate trends, future payoffs, and possible risks of various investment opportunities.
The qualifications
The qualifications. Detail-oriented leader with strong analytical and communication (written and verbal) skills. Bachelor's or master's degree in finance, mathematics, economics, accounting or related field. Academic success (a minimum cumulative GPA of 3.0). Completion of a requisite bachelor's degree and willingness to complete additional coursework required to sit for the CFP exam OR completion of a requisite bachelor's degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license. Internship experience at a brokerage, financial planning firm/practice or money management firm is preferred. This is an exempt position that may require some local, national, and occasional international travel.
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 (we acknowledge no one is 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. We strive to ensure all staff have a sense of belonging and the opportunity to succeed. Plante Moran is an Equal Opportunity Employer. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. When we recognize and celebrate our many human differences, we 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 maintains a drug-free workplace.
Additional details
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive.
For Colorado & Illinois Applicants: We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some benefits vary based on hours worked per week. Highlights include health, dental, vision, disability and life insurance. Benefits are effective on the first of the month following your start date. Eligible staff may also access Flexible Time Off and predetermined holidays, a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Interns and Contractors may elect health insurance under our contingent staff medical plan after 60 days of employment, plus limited paid sick time. Seasonal staff are not eligible for benefits. Compensation is commensurate with technical skills and experience and is provided in accordance with applicable state requirements. Compensation information posted is based on a position located in CO or IL. Please review the position location for the applicable geographic location. Under Colorado's Job Application Fairness Act, you have the right to redact information identifying your age or dates of attendance or graduation. If you wish to exercise this right, please redact such information prior to submitting documentation. Colorado monthly base range: $6,667.00 – $6,667.00 Illinois monthly base range: $6,750.00 – $6,750.00
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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 $21.7B in assets under management as of December 31, 2024, 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
Your role. As an advisor, 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. Evaluating 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. Preparing reports, including charts and graphs, to illustrate trends, future payoffs, and possible risks of various investment opportunities.
The qualifications
The qualifications. Detail-oriented leader with strong analytical and communication (written and verbal) skills. Bachelor's or master's degree in finance, mathematics, economics, accounting or related field. Academic success (a minimum cumulative GPA of 3.0). Completion of a requisite bachelor's degree and willingness to complete additional coursework required to sit for the CFP exam OR completion of a requisite bachelor's degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license. Internship experience at a brokerage, financial planning firm/practice or money management firm is preferred. This is an exempt position that may require some local, national, and occasional international travel.
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 (we acknowledge no one is 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. We strive to ensure all staff have a sense of belonging and the opportunity to succeed. Plante Moran is an Equal Opportunity Employer. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. When we recognize and celebrate our many human differences, we 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 maintains a drug-free workplace.
Additional details
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive.
For Colorado & Illinois Applicants: We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some benefits vary based on hours worked per week. Highlights include health, dental, vision, disability and life insurance. Benefits are effective on the first of the month following your start date. Eligible staff may also access Flexible Time Off and predetermined holidays, a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Interns and Contractors may elect health insurance under our contingent staff medical plan after 60 days of employment, plus limited paid sick time. Seasonal staff are not eligible for benefits. Compensation is commensurate with technical skills and experience and is provided in accordance with applicable state requirements. Compensation information posted is based on a position located in CO or IL. Please review the position location for the applicable geographic location. Under Colorado's Job Application Fairness Act, you have the right to redact information identifying your age or dates of attendance or graduation. If you wish to exercise this right, please redact such information prior to submitting documentation. Colorado monthly base range: $6,667.00 – $6,667.00 Illinois monthly base range: $6,750.00 – $6,750.00
#J-18808-Ljbffr