$14.25 - $18.50/hr
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...
$14.25 - $18.50/hr
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...
Wealth Planning Intern - Fall 2026 & Beyond
Plymouth, MI · On-site
$20/hr
Waldron Private Wealth (Waldron) is looking for a Wealth Planning Intern to take part in an ... including financial planning and investment management responsibilities. In this role you will:
Quick apply
Wealth Planning Intern - Fall 2026 & Beyond
Plymouth, MI · On-site
$20/hr
Waldron Private Wealth (Waldron) is looking for a Wealth Planning Intern to take part in an ... including financial planning and investment management responsibilities. In this role you will:
Wealth Planning Intern - Fall 2026 & Beyond
Plymouth, MI · On-site
$20/hr
Waldron Private Wealth (Waldron) is looking for a Wealth Planning Intern to take part in an ... including financial planning and investment management responsibilities. In this role you will:
Wealth Planning Intern - Fall 2026 & Beyond
Plymouth, MI · On-site
$20/hr
Waldron Private Wealth (Waldron) is looking for a Wealth Planning Intern to take part in an ... including financial planning and investment management responsibilities. In this role you will:
2027 Global Planning Intern
Auburn Hills, MI · On-site
$14.75 - $19/hr
The Portfolio Planning intern will participate in the evaluation of market trends as well as ... Pursuing a bachelor's degree or higher Majoring in Business, Accounting, Finance, Mathematics ...
2027 Global Planning Intern
Auburn Hills, MI · On-site
$14.75 - $19/hr
The Portfolio Planning intern will participate in the evaluation of market trends as well as ... Pursuing a bachelor's degree or higher Majoring in Business, Accounting, Finance, Mathematics ...
Summer 2027 Urban Planning Intern
Grand Rapids, MI · On-site
$15 - $19.25/hr
As a Planning Intern, you will work collaboratively with the Urban Planning Practice Leader ... Research and summarize housing and development policies, incentive programs, and financing tools.
Summer 2027 Urban Planning Intern
Grand Rapids, MI · On-site
$15 - $19.25/hr
As a Planning Intern, you will work collaboratively with the Urban Planning Practice Leader ... Research and summarize housing and development policies, incentive programs, and financing tools.
2027 Global Planning Intern
Auburn Hills, MI · On-site
$14.75 - $19/hr
The Portfolio Planning intern will participate in the evaluation of market trends as well as ... Pursuing a bachelor's degree or higher Majoring in Business, Accounting, Finance, Mathematics ...
2027 Global Planning Intern
Auburn Hills, MI · On-site
$14.75 - $19/hr
The Portfolio Planning intern will participate in the evaluation of market trends as well as ... Pursuing a bachelor's degree or higher Majoring in Business, Accounting, Finance, Mathematics ...
Intern, Financial Planning - Novi, MI
Novi, MI · On-site
$14.50 - $18.75/hr
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...
Intern, Financial Planning - Novi, MI
Novi, MI · On-site
$14.50 - $18.75/hr
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This ...
Summer 2027 Urban Planning Intern
Grand Rapids, MI · On-site
$15 - $19.25/hr
As a Planning Intern, you will work collaboratively with the Urban Planning Practice Leader ... Research and summarize housing and development policies, incentive programs, and financing tools.
Summer 2027 Urban Planning Intern
Grand Rapids, MI · On-site
$15 - $19.25/hr
As a Planning Intern, you will work collaboratively with the Urban Planning Practice Leader ... Research and summarize housing and development policies, incentive programs, and financing tools.
Planning Analyst - Intern
Marquette, MI · On-site
$15 - $19.50/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Marquette, MI · On-site
$15 - $19.50/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Marquette, MI · On-site
$15 - $19.50/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Quick apply
Planning Analyst - Intern
Marquette, MI · On-site
$15 - $19.50/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Mount Pleasant, MI · On-site
$14.25 - $18.50/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Mount Pleasant, MI · On-site
$14.25 - $18.50/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Midland, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Quick apply
Planning Analyst - Intern
Midland, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst Intern
Sault Sainte Marie, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst Intern
Sault Sainte Marie, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Saginaw, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Saginaw, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Traverse City, MI · On-site
$15.25 - $19.75/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Traverse City, MI · On-site
$15.25 - $19.75/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Bay City, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Quick apply
Planning Analyst - Intern
Bay City, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Midland, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Midland, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst Intern
Sault Sainte Marie, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Quick apply
Planning Analyst Intern
Sault Sainte Marie, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Bay City, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Bay City, MI · On-site
$13 - $15/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Planning Analyst - Intern
Tecumseh, MI · On-site
$15.25 - $19.75/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Quick apply
Planning Analyst - Intern
Tecumseh, MI · On-site
$15.25 - $19.75/hr
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...
Financial Planner Intern information
What does a financial planner intern do?
A Financial Planner Intern supports experienced financial planners by assisting with research, preparing client reports, and helping to develop financial plans. They may also participate in client meetings, gather and analyze financial data, and learn about investment strategies, budgeting, and retirement planning. This role is designed to provide hands-on experience in the financial planning industry, allowing interns to gain practical knowledge and develop essential skills for a future career as a financial advisor.
What are the key skills and qualifications needed to thrive as a financial planner intern?
To thrive as a Financial Planner Intern, you need a basic understanding of financial principles, analytical skills, and progress toward a relevant degree such as finance, economics, or accounting. Familiarity with financial planning software (like eMoney or MoneyGuidePro), Microsoft Excel, and, in some cases, pursuit of certifications such as the CFP is often expected. Strong interpersonal communication, attention to detail, and a client-focused attitude set outstanding interns apart. These skills and qualities are vital for supporting advisors, accurately analyzing client portfolios, and building trust with clients.
What are some typical projects or tasks a financial planner intern can expect to work on during their internship?
As a Financial Planner Intern, you can expect to assist with creating and updating financial plans, conducting research on investment options, and preparing client meeting materials. Interns often support senior advisors by gathering and analyzing client data, helping with portfolio reviews, and tracking market trends. You may also have opportunities to sit in on client meetings, collaborate with team members on case studies, and participate in internal training sessions to deepen your industry knowledge.
What is the difference between Financial Planner Intern vs Financial Advisor?
| Aspect | Financial Planner Intern | Financial Advisor |
|---|---|---|
| Credentials | Typically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or Series 7 in progress | Often holds CFP, Series 7, or other professional certifications |
| Work Environment | Internship setting, often in financial firms or banks, focusing on learning and support tasks | Client-facing roles, providing financial advice and planning services |
| Employer & Industry Usage | Used in training programs, internships, and entry-level positions within financial services | Full-time professionals working directly with clients in financial planning firms or banks |
The main difference is that a Financial Planner Intern is an entry-level trainee gaining experience, while a Financial Advisor is a licensed professional providing financial advice to clients. Interns focus on learning and supporting roles, whereas advisors actively manage client portfolios and offer personalized financial planning services.
What are the most commonly searched types of Financial Planner jobs in Michigan?
The most popular types of Financial Planner jobs in Michigan are:
What cities in Michigan are hiring for Financial Planner Intern jobs?
Cities in Michigan with the most Financial Planner Intern job openings:
$14.25 - $18.50/hr
Internship
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:• Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills :• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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