Offer summary

Qualifications:

Pursuing a bachelor's degree in business, finance, economics, or a related field., Proficient in Microsoft Office Suite or related software., Strong written and verbal communication skills for effective interaction at all organizational levels., Detail-oriented, organized, and able to work independently..

Key responsabilities:

Assist with sales proposal preparation and pipeline management.

Support onboarding of new clients and case submissions using Salesforce.

Shadow Growth Consultants during advisor meetings to learn about advisory practices.

Record meeting notes and follow up with advisors and growth consultants on outstanding tasks.

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 New Client Development Intern to join our team. This internship offers a unique opportunity for students to gain hands-on experience in supporting sales/marketing efforts and growth consulting within WEG’s advisor channel. The intern will assist with sales proposal preparation and pipeline management and building financial plans. Additionally, the intern will have the opportunity to shadow our Growth Consultants during advisor meetings to learn about how to grow and develop their advisory practices. Key takeaways from this internship include developing skills in sales, financial planning, and advisor coaching, making it an ideal position for students aspiring to build a growth-focused career in financial services.

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

Sales Proposals and Pipeline Management

Learn how to effectively use MoneyGuidePro to build financial plans and to develop sales proposals
Partner with New Client Development team to understand company brand and messaging, company service offerings, and current marketing channels
Shadow team members to learn how to conduct follow-up calls with prospects
With manager/team support and oversight, intern will independently conduct follow-up calls with prospects

New Client Onboarding Support

Support team with onboarding new clients and case submissions using Salesforce
Track case submissions in Salesforce, ensuring tasks are executed in a timely manner
Enter data and upload documents into Salesforce to support new client onboarding efforts

Advisor Coaching

Sit in on advisor coaching meetings with growth consultants
Accurately record meeting notes and share with team after each meeting
Send follow-up emails to advisor and growth consultants with outstanding tasks or requests

Education/Qualifications

Preferably pursuing bachelor’s degree in business, finance, economics, or related field.
Preferably students between their junior and senior years.
Proficient with Microsoft Office Suite or related software.
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, problem solver, adaptable, and able to work autonomously.

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.

IND123

#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.

Required profile