Intern

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $20 per hour. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Prepare Client Review Packets

• Gather client data and materials in preparation for client reviews
• Prepare client review packets for the advisory team
• Create summary letters for client reviews
  
  

Support Client Planning Tasks

• Update data, run reports, in financial planning systems – eMoney, Holistiplan, etc.
• Run reports and participate in reviews of investment portfolios
• Assist in preparation of estate, insurance, tax planning reviews
  
  

Update Client Information

• Update client background and financial information in Salesforce after each client review
• Scan and upload documents into the Salesforce cloud
• Client service task creation and confirmation in Salesforce
• Data entry projects, including auditing and updating Salesforce data
  
  

Miscellaneous Office Projects

• Support the team with ad hoc projects relating to office management, report generation, and administration
• Perform data integrity audits in various software
• Miscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technology
  
  

Education/Requirements

• Preferably Pursuing bachelor’s degree in financial planning, finance, accounting, or economics.
• Preferably students between their junior and senior years
• Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
• Detail oriented, highly organized and adaptable
• Proficient with Microsoft Office Suite or related software
  
  

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Intern level is $34,309 to $52,983.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. As an intern, you may participate in the following benefits & development opportunities:

• Training and professional development
• Wellness programs and resources
• Worker's compensation
  
  

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.