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Wealth Management Intern Jobs in Rochester, MI (NOW HIRING)

Rehmann Internship Program

Troy, MI

$14 - $18.75/hr

Rehmann Internship Program Rehmann is a financial services firm of CPAs and consultants, wealth ... management. Past interns say their time with Rehmann provided "exciting hands-on experience ...

Rehmann Internship Program

Troy, MI

$14 - $18.75/hr

Rehmann Internship Program Rehmann is a financial services firm of CPAs and consultants, wealth ... management. Past interns say their time with Rehmann provided "exciting hands-on experience ...

Showing results 21-33

Wealth Management Intern information

See Rochester, MI salary details

$8

$15

$22

How much do wealth management intern jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for wealth management intern in Rochester, MI is $15.68, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $17.69 per hour, depending on experience, location, and employer.

What does a wealth management intern do?

A Wealth Management Intern supports financial advisors and wealth managers by conducting research, preparing client presentations, and assisting with portfolio analysis. Interns often help with administrative tasks, data entry, and financial planning projects. This role provides hands-on experience in investment strategies, client relationship management, and financial product knowledge, making it an excellent stepping stone for a career in finance.

What types of projects and responsibilities can a wealth management intern expect to handle during their internship?

As a Wealth Management Intern, you can expect to support financial advisors with tasks such as conducting market research, preparing client presentations, and assisting with portfolio analysis. You may also help with administrative duties, data entry, and monitoring client accounts. Interns often participate in team meetings and may have the opportunity to shadow client interactions, gaining firsthand insight into relationship management. This role offers a valuable overview of daily operations in a wealth management firm and a chance to develop both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a wealth management intern, and why are they important?

To thrive as a Wealth Management Intern, you need a solid understanding of finance, investment principles, and strong analytical skills, often supported by coursework in economics or finance. Familiarity with financial modeling tools, Microsoft Excel, and CRM systems like Salesforce is commonly required. Excellent communication, attention to detail, and a client-focused attitude are crucial soft skills for building relationships and supporting advisory teams. These skills enable interns to effectively assist with portfolio analysis, client service, and administrative tasks in a competitive financial environment.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Applicants typically need to demonstrate financial knowledge, sometimes through certifications like the CFA Level I, and may be expected to complete interviews and assessments as part of the selection process.

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

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

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

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

Infographic showing various Wealth Management Intern job openings in Rochester, MI as of August 2026, with employment types broken down into 33% Internship, 34% Full Time, and 33% Temporary. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $32,617 per year, or $15.7 per hour.

2028 National Tax Office & Transactional Specialist Intern

Plantemoran

Detroit, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago


Job description

Applications are accepted on an ongoing basis.


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.

Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky's the limit. From day one, we invite you to make a difference-to be remarkable.

Your role.

No busy work here. As an intern, you'll be treated just like our entry level staff. You'll help instill confidence in organizations large and small by assuring their financial health. We'll give you the flexibility to craft business solutions, not just spreadsheets.Your work will include, but not be limited to:

  • Considering tax issues associated with mergers and acquisitions.
  • Researching complex tax issues and write technical memorandum.
  • Assisting with international tax structuring and operational issues.
  • Preparing tax returns and serve as an integral part of engagement teams for clients.
  • Assisting with National Tax Office functions, such as writing internal and external tax alerts on current tax developments and emerging planning techniques.
  • Assisting with internal tax education function.
  • Assist with handling the tax aspects of transactions.
  • Meaningful interactions with staff at all levels as well as with our impressive repertoire of clients.
  • Deepen knowledge in tax and tax consulting through exposure to both service lines.
The qualifications.
  • Detail-oriented leader with problem solving, communication, and analytical skills.
  • Strong interest in tax law, as demonstrated by tax courses completed or planned before graduation
  • Pursuing a Bachelor's degree with an emphasis in accounting; or Master's degree in accounting or tax
  • Must be pursuing a LLM, JD, or CPA license
  • Academic success (a minimum cumulative GPA of 3.0)

This is a non-exempt position and may require work hours that exceed the standard 40-hour work week. This position 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 (hey, nobody 's 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. So,what are you waiting for? Apply now.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to 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 is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust 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, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review theposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $33.00 - $36.00