Offer summary

Qualifications:

Pursuing a bachelor's degree in finance, business, marketing, or a related field., Strong analytical skills and proficiency in Microsoft Office Suite, especially Excel and PowerPoint., Well-developed written and verbal communication skills for effective interaction at all organizational levels., Detail-oriented, highly organized, and adaptable, preferably in their junior or senior years..

Key responsabilities:

Support the Central Solutions team with data, technology, administrative, research, marketing, and project tasks.

Execute tasks related to the 2025 Productization Roadmap and assist with competitive research and project work.

Perform data analysis and segmentation to support product and advisory teams.

Create reports and presentations summarizing key findings and support product marketing efforts.

Job description

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.

We are seeking a Central Solutions Intern to join our team. This internship provides an excellent opportunity for students to gain practical experience in financial services product management and marketing. The intern will support the Central Solutions team across various data, technology, administrative, research, marketing, and project tasks aimed at delivering tools that drive financial advisor growth efforts. Key takeaways from this role include learning about comprehensive financial planning, investing in global markets, and the strategic elements behind a successful advisory business. Additionally, the intern will assist with up-to-date data, research, and presentations that support team goals for delivering products and services that address advisor and client needs. This position is ideal for students aspiring to build a career in financial services product management and marketing.

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

Product Management Support

Execute tasks related to the 2025 Productization Roadmap for Centralized Client Solutions
Research projects related to competitive positioning, pricing, and industry trends
Complete project work related to advisor adoption of Centralized Client Solutions

Salesforce Data Analysis

Provide ad hoc support for team data and segmentation needs
Helps provide valuable analysis to product and advisory teams
Learn to perform data segmentation and analysis to drive growth

Product Marketing

Learn the basics of product marketing and the RIA industry
Execute tasks as part of new collateral or product marketing asset creation and production
Support tasks related to product marketing content governance and updates
Create reports and presentations to summarize key findings
Support product launch roadmaps
Facilitate ad hoc product marketing support requests

Perform Operational Workflow Tasks

Perform audit projects seeking misalignments or inefficiencies
Coordinate cross-functional, database, or system change management projects

Education/Qualifications

Preferably Pursuing bachelor’s degree in finance, business, marketing, or related field
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
Proficient with Microsoft Office Suite or related software, specifically Excel and PowerPoint
Strong analytical skills
Detail oriented, highly organized and adaptable

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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#LI-Remote

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.

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