Plante Moran
Overview
Join to apply for the
2026 Financial Advisor Entry Level
role at
Plante Moran . Our culture emphasizes growth, well-being, and success from day one. Plante Moran Wealth Management serves individuals and families with comprehensive financial solutions, including wealth management, investment research, wealth transfer, trust services, life insurance, and tax. As of December 31, 2024, the firm has $21.7B in assets under management with over 300 professionals delivering holistic, independent, and objective financial guidance. Role location details and travel expectations: this is an exempt position that may require some local, national, and occasional international travel. Responsibilities
Assess clients\' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies. Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities. Perform recurring quality control procedures on account activity to ensure trades and money movements with custodians have occurred and distributions are provided to clients. Prepare reports, including charts and graphs, to illustrate trends, future payoffs, and potential risks of various investment opportunities. 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 with a minimum cumulative GPA of 3.0. Completion of a requisite bachelor\'s degree and willingness to complete additional coursework to sit for the CFP exam OR completion of a CFP Board Registered Program, with the goal of obtaining a CFP license. Internship experience at a brokerage, financial planning firm/practice, or money management firm is preferred. Benefits and Other Information
This is an exempt position and may include local and national travel. Compensation is commensurate with technical skills and experience. Benefits may include health, dental, vision, disability, and life insurance; 401(k) plan; flexible time off; holidays; and other pre-determined benefits. For Colorado and Illinois applicants, salary ranges are provided below and reflect local requirements. Colorado monthly base range: $6,667.00 Illinois monthly base range: $6,750.00 Additional Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Accounting Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume via our applicant tracking system. Only candidates selected for interviews will be contacted. Eligible applicants must be legally authorized to work in the United States without sponsorship, except for bilingual candidates in Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies will not be paid a fee and will become the property of Plante Moran.
#J-18808-Ljbffr
Join to apply for the
2026 Financial Advisor Entry Level
role at
Plante Moran . Our culture emphasizes growth, well-being, and success from day one. Plante Moran Wealth Management serves individuals and families with comprehensive financial solutions, including wealth management, investment research, wealth transfer, trust services, life insurance, and tax. As of December 31, 2024, the firm has $21.7B in assets under management with over 300 professionals delivering holistic, independent, and objective financial guidance. Role location details and travel expectations: this is an exempt position that may require some local, national, and occasional international travel. Responsibilities
Assess clients\' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies. Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities. Perform recurring quality control procedures on account activity to ensure trades and money movements with custodians have occurred and distributions are provided to clients. Prepare reports, including charts and graphs, to illustrate trends, future payoffs, and potential risks of various investment opportunities. 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 with a minimum cumulative GPA of 3.0. Completion of a requisite bachelor\'s degree and willingness to complete additional coursework to sit for the CFP exam OR completion of a CFP Board Registered Program, with the goal of obtaining a CFP license. Internship experience at a brokerage, financial planning firm/practice, or money management firm is preferred. Benefits and Other Information
This is an exempt position and may include local and national travel. Compensation is commensurate with technical skills and experience. Benefits may include health, dental, vision, disability, and life insurance; 401(k) plan; flexible time off; holidays; and other pre-determined benefits. For Colorado and Illinois applicants, salary ranges are provided below and reflect local requirements. Colorado monthly base range: $6,667.00 Illinois monthly base range: $6,750.00 Additional Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Accounting Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume via our applicant tracking system. Only candidates selected for interviews will be contacted. Eligible applicants must be legally authorized to work in the United States without sponsorship, except for bilingual candidates in Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies will not be paid a fee and will become the property of Plante Moran.
#J-18808-Ljbffr