Wealth Planning Intern | Fall 2026 and Beyond

Job overview

The Wealth Planning Intern role is onsite in Plymouth, MI, with pay of $20 per hour. Waldron Private Wealth’s multi-semester internship gives students exposure to the wealth management process, including financial planning and investment management. The intern prepares client and investment reports, assists with portfolio rebalancing research, contributes to team meetings and firm publications, and provides administrative support. The work helps students learn wealth management operations while supporting client service and internal teams.

What you'll do

• Prepare client reports covering investment updates, portfolio analysis, cash flow, net worth, tax, and insurance
• assist with portfolio rebalancing decisions
• participate in associate team meetings
• research advisory issues and write internal wiki entries
• assist with firm publications
• provide administrative support to CSS, Operations, and Business Development.

What we're looking for

Skills & competencies

wealth planning intern

plymouth mi

waldron private wealth

multi-semester internship

financial planning

investment management

client reports

portfolio analysis

cash flow projections

investment research

administrative support

$20/hr

Work arrangement

• Weekend coverage required

Why this role

Multi-semester program; requires current undergraduate or graduate enrollment and availability for at least 15 hours weekly during the school year and 35–40 hours weekly in summer. Work authorization sponsorship is unavailable.

About the employer

Waldron Private Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.