1

Financial Planner Intern Jobs in Michigan (NOW HIRING)

Finance Intern

Kalamazoo, MI ยท On-site

$15 - $19.50/hr

We are a trusted one-stop partner from design and planning through installation and service ... Ability to handle confidential financial, payroll, and customer information with discretion.

Finance Intern

Kalamazoo, MI ยท On-site

$15 - $19.50/hr

We are a trusted one-stop partner from design and planning through installation and service ... Ability to handle confidential financial, payroll, and customer information with discretion.

Finance Intern

Kalamazoo, MI ยท On-site

$15 - $19.50/hr

We are a trusted one-stop partner from design and planning through installation and service ... Ability to handle confidential financial, payroll, and customer information with discretion.

$35/hr

... intern at Stryker, you will gain hands-on experience supporting financial planning, analysis, and reporting activities. Interns may: * Create and analyze accounting statements and reports to assist ...

2027 Summer Intern - Finance Operations

Warren, MI ยท On-site

$16.75 - $21.75/hr

... Financial Planning & Analysis, Manufacturing, GM Energy and Digital Business. The Team: At GM we ... We are currently looking for individuals to join our Intern program which will represent the next ...

Showing results 41-60

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?

AspectFinancial Planner InternFinancial Advisor
CredentialsTypically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or Series 7 in progressOften holds CFP, Series 7, or other professional certifications
Work EnvironmentInternship setting, often in financial firms or banks, focusing on learning and support tasksClient-facing roles, providing financial advice and planning services
Employer & Industry UsageUsed in training programs, internships, and entry-level positions within financial servicesFull-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:

Summer 2027 Urban Planning Intern

Progressive AE

Grand Rapids, MI โ€ข On-site

$15 - $19.25/hr

Full-time, Temporary, Internship

Posted 6 days ago


Job description

The Progressive Companies Summer Internship Program is a paid, full-time experience designed to launch your career. You'll take part in hands-on client projects, sharpen your problem-solving and communication skills, and gain a front-row seat to the world of architecture, design, engineering, and construction. Working alongside experienced mentors in a multi-disciplinary firm setting, you'll learn the tools and methods that build a strong foundation for your future career. Along the way, you'll take part in project site visits, volunteer outings, networking opportunities, and education sessions - all designed to fuel your career and your curiosity.
Please note: Applications are now open, and we encourage all interested candidates to apply. Interviews will begin in October 2026, so you may not hear back immediately. Thank you for your patience as we work through a high volume of applications.
As a Planning Intern, you will work collaboratively with the Urban Planning Practice Leader, Project Managers, and Planners to advance urban design and planning projects with an emphasis on housing, redevelopment, and neighborhood revitalization. Typical work includes preparing development strategies, housing market analyses, pro formas, and policy recommendations, as well as contributing to master plans, zoning modernization, and community engagement.
Responsibilities:
  • Conduct housing market, demographic, and spatial analyses using public and proprietary data sources.
  • Support development feasibility and pro forma modeling, including cost and revenue assumptions.
  • Research and summarize housing and development policies, incentive programs, and financing tools.
  • Prepare technical writing for inclusion in plans, strategies, and funding applications.
  • Create maps, charts, and visually rich materials for community engagement, presentations, and reports.
  • Assist with public and stakeholder engagement, preparing materials and attending meetings as needed.
  • Coordinate tasks and provide progress updates to Project Managers and senior staff.

Qualifications:
  • Enrollment in a planning or planning-adjacent Bachelor's degree program, such as urban planning, architecture, public policy, real estate development, or economics.
  • At least one year of undergraduate studies completed by Summer 2027.
  • Strong analytical, design, and problem-solving skills, and ability to communicate well.
  • Proficiency in Microsoft Office, including Word, Excel and Outlook required. Experience in Project, SharePoint, and Teams preferred

People Matter
Each individual's background, knowledge, ability, and experience contributes to strengthening our organization and projects. Our dedication to diversity includes company provided training and education, equitable recruitment, a grassroots employee DEI committee, and robust community partnerships.
Progressive Companies is comprised of people with a variety of abilities, races, colors, religions, genders, sexual orientations, national origins, ages, veteran statuses, and more. As an equal opportunity employer, we believe diversity, equity, and inclusion are essential elements of innovative design. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Transforming Spaces. Empowering People.
The talented professionals of Progressive Companies are designers of a bold new future, creating high-performance structures and pathways, delivering on today's needs and preparing for what's to come. We live by the idea that design isn't simply about beauty, it's about improving strategic outcomes-what we call Performance Based Design. Our work spans across the nation, allowing team members to work on a variety of exciting projects and maximize impact as trusted partners to our clients and communities.
Sustainable and Inclusive
We are dedicated to human-centered, sustainable, and inclusive design practices. We believe diversity, equity, and inclusion are essential to building trust, respect, and truly innovative design making spaces welcoming and accessible to all. Our sustainability approach embraces the AIA 2030 Commitment, together with a range of high performance, restorative, and regenerative strategies with a focus on climate responsive results to maximize positive impact in our industry.
Employee Owned
We act like owners-because we are. From modest beginnings of four original engineering partners in 1962, to over 350 architects, engineers, designers, and consultants across multiple regional offices today, the energy, resourcefulness, and entrepreneurial mindset you expect from a CEO come standard with every team member.
Culture of Excellence
The firm is continually ranked as one of the Best and Brightest Companies to Work For in the Nationยฎ, with comprehensive benefits including an award-winning wellness program, hybrid work schedule, summer hours, profit-sharing, and employee stock ownership plan (ESOP). We take our work seriously, but have fun along the way, which fuels the creative spirit and supports a focus on work and life integration.
Progressive Companies is committed to development and growth of team members through continuing education, mentorship, growth opportunities, and more. We are dedicated to giving back to our communities, with paid service-learning hours available to every employee and corporate sponsorship for a wide range of community organizations and activities.