Finance 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 80000 households from our over 140 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 .

Our Corporate office is seeking a Finance Intern to join our team. This internship expected to run from May through August offers a unique opportunity to gain broad exposure across multiple Finance functions including FP&A Business Finance Treasury and M&A Finance. Throughout the program you will assist with financial data analysis budgeting forecasting and reporting while learning how Finance supports strategic and operational decision-making. Key takeaways from this role include developing strong analytical and problem-solving skills gaining hands-on experience with financial modeling and reporting and building a comprehensive understanding of Finance operations within a dynamic corporate environment. This position is ideal for students pursuing a degree in Finance Accounting or Economics who are eager to explore diverse Finance career paths and strengthen their foundational skill set. This is a hybrid work opportunity. Were specifically seeking candidates who reside in the Plymouth MN area.

In the spirit of pay transparency we are excited to share the hourly rate for this position is $21 per hour.

Primary Job Functions

• Rotate through multiple Finance functions supporting teams such as FP&A Business Finance Treasury and M&A Finance.
• Assist with financial data collection analysis and reporting across different areas of Finance.
• Support monthly reporting budgeting and forecasting activities under the guidance of Finance team members.
• Help prepare financial models analyses and summaries related to business performance cash flow and investments.
• Assist with M&A-related activities such as data gathering organizing diligence materials and supporting financial analysis.
• Prepare reports dashboards and presentation materials for internal stakeholders.
• Participate in special projects and process improvement initiatives across the Finance organization.
• Collaborate with Finance team members and cross-functional partners throughout each rotation.

Education/Qualifications

• Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible.
• Preferably pursuing bachelors degree in Finance Accounting Economics or a related field
• Preferably students between their junior and senior years.
• Currently pursuing a Bachelors degree in Finance Accounting Economics or a related field (Junior or Senior preferred).
• Strong academic performance (3.2 GPA or Higher) with a demonstrated interest in Finance or Accounting.
• Strong interest in exploring multiple areas of Finance through a rotational program.
• Basic to intermediate proficiency in Microsoft Excel; familiarity with PowerPoint and Word preferred.
• Strong analytical thinking and attention to detail.
• Ability to manage multiple tasks and adapt to new responsibilities quickly.
• Strong communication skills and a willingness to ask questions and learn.
• Self-motivated with a positive attitude and strong work ethic.

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. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Intern level is $38700.00 to$ 54200.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

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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

• Workers compensation employer paid

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.