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Private Wealth Management Intern Jobs in Rochester, MI

Citizens

Private Client Relationship Manager

Troy, MI · On-site

Citizens Private Client provides personalized, world class financial planning and advice to help ... Bachelor's degree (preferred). * 3 - 5 years of banking, wealth management or other relevant ...

HUB

Private Client - Sales Executive

Troy, MI · On-site

$72K - $98K/yr

... wealth management products and services. HUB has more than 600 offices across the United States ... Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net ...

Plantemoran

2028 Audit or Tax Intern

Detroit, MI · On-site

As an intern, you'll be treated just like our entry level staff. You'll help instill confidence in ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...

Plantemoran

2028 Audit or Tax Intern

Southfield, MI

As an intern, you'll be treated just like our entry level staff. You'll help instill confidence in ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...

Plantemoran

2028 Audit or Tax Intern

Auburn Hills, MI · On-site

As an intern, you'll be treated just like our entry level staff. You'll help instill confidence in ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...

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All JobsPrivate Wealth Management Intern JobsPrivate Wealth Management Intern Jobs in Rochester, MI

Private Wealth Management Intern information

See Rochester, MI salary details

$9

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$31

How much do private wealth management intern jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for private wealth management intern in Rochester, MI is $17.34, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $17.93 per hour, depending on experience, location, and employer.

What does a Private Wealth Management Intern do?

A Private Wealth Management Intern supports financial advisors and wealth managers in serving high-net-worth clients. Their responsibilities typically include conducting financial research, preparing client reports, assisting with portfolio analysis, and helping with administrative tasks. Interns gain exposure to investment strategies, client relationship management, and the operations of a wealth management firm. This role provides valuable hands-on experience and insights into the finance industry, particularly in advising and managing the assets of affluent individuals.

What types of projects and responsibilities can a Private Wealth Management Intern expect during their internship?

As a Private Wealth Management Intern, you can expect to assist with client portfolio analysis, research investment opportunities, and support relationship managers with meeting preparation and client communications. Interns often work closely with both senior advisors and analysts, gaining exposure to financial planning, market trends, and customized investment strategies. You may also participate in internal meetings, help prepare reports, and contribute to team projects, which provides valuable insight into the daily operations and client interactions essential to the wealth management field.

What are the key skills and qualifications needed to thrive as a Private Wealth Management Intern, and why are they important?

To thrive as a Private Wealth Management Intern, you need a strong foundation in finance, economics, and analytical skills, often supported by coursework or progress towards a related degree. Familiarity with financial analysis tools like Excel, Bloomberg Terminal, and CRM systems is typically expected. Strong communication, attention to detail, and the ability to handle confidential information distinguish top candidates in this role. These skills and qualities are crucial for supporting client advisory teams and ensuring accurate, high-quality service in a trust-based environment.

What is the difference between Private Wealth Management Intern vs Financial Advisor Intern?

AspectPrivate Wealth Management InternFinancial Advisor Intern
CredentialsTypically pursuing finance, economics, or related degrees; some may have certifications like CFP in progressSimilar educational background; certifications like CFP may be relevant
Work EnvironmentInternships at private banks, wealth management firms, or financial institutions; client-facing and research tasksInternships at financial advisory firms, banks, or investment firms; focus on client support and market analysis
Employer & IndustryPrivate wealth management firms, private banks, high-net-worth client servicesFinancial advisory firms, banks, investment firms serving individual clients

Both roles involve supporting financial planning and client service in the wealth management industry. The main difference lies in the specific focus: Private Wealth Management Interns typically work within private banking environments serving high-net-worth clients, while Financial Advisor Interns may have a broader client base. Both positions provide valuable experience in finance, client interaction, and investment research.

What job categories do people searching Private Wealth Management Intern jobs in Rochester, MI look for?

The top searched job categories for Private Wealth Management Intern jobs in Rochester, MI are:

What cities near Rochester, MI are hiring for Private Wealth Management Intern jobs?

Cities near Rochester, MI with the most Private Wealth Management Intern job openings:

Private Wealth Management Intern jobs near you
Infographic showing various Private Wealth Management Intern job openings in Rochester, MI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $36,075 per year, or $17.3 per hour.

Private Client Relationship Manager

Citizens

Chesterfield, MI • On-site

Full-time

Posted 16 days ago

Job description

AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.

As aCitizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.

Primary responsibilities include

  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
  • Provide exceptional, high-touch client experiences.
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
  • Leverage Salesforce CRM to track activity.

Measures of Success include

  • Growth in net new investment assets in collaboration with Wealth Partners.
  • Growth in new deposits including checking, savings, and CD balances.
  • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
  • Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Bachelor's degree (preferred).
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience.
  • Experience working with affluent and high net worth clients.
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
  • Demonstrated success in a client-centric, initiative-taking sales environment.
  • Experience establishing and maintaining relationships with clients and internal partners.
  • Knowledge of industry regulatory requirements to ensure a sound control environment.
  • Excellent written and verbal communication skills.

Compensation

  • Salary and opportunity to earn Incentive compensation.
  • Salary is commensurate with experience.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F; potential Saturday hours

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


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