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 .

Goals & Objectives

Introduce the intern to the wealth management industry. Intern will have the opportunity to work closely with the advisory team and office staff in the preparation of client documents the scheduling of client reviews and the execution of miscellaneous wealth management functions.

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

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/Skill Requirements

• Preferably Pursuing bachelors degree in 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

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.