Advisor Marketing 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.

We are seeking an Advisor Marketing Intern to join our team. This internship offers a valuable opportunity for students to gain practical experience in financial services marketing. The intern will support the Advisor Marketing team across various data, technology, administrative, research, and project tasks aimed at enhancing advisor growth efforts. Key takeaways from this role include learning about marketing automation, Salesforce, data segmentation, and advisor content. Additionally, the intern will assist Regional Marketing Specialists and advisory teams with up-to-date data, focusing on the Advisor Marketing Platform to support growth collateral and communications. This position is ideal for students looking to develop a strong foundation in marketing within the financial services industry.

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

Advisor Marketing Platform (AMP) Support

• Work with Regional Marketing Specialists (RMS) to ensure that lists in Salesforce are updated in AMP on a regular basis

• Ensure data integrity and be proactive in ensuring data is up to date

• Help with email and event creation in AMP

• Coordinate and support requests from Advisors through the Content and Creative teams

• Become a subject matter expert in AMP with a deep knowledge of advisor content

Customize Advisor Templates in Canva

• Use Canva to create and customize unique advisor templates based on team requests

• Load content and craft templates in AMP

• Ensure that content is supplied to advisors in a timely and detail-oriented manner

• Maintain content categories to ensure ease of use for advisors

Salesforce Platform Support

• Provide ad hoc support for team data and segmentation needs

• Help provide valuable analysis to RMS and advisory teams

• Learn to perform data segmentation and analysis to drive growth

• Create Salesforce campaigns aligned to events for tracking of ROI

• Serve as a critical part of the team for event planning and campaign creation

• Report back on event metrics and success

• Learn to be data-driven when planning events and how to report on metrics of success

Creation of Toolkits & 1 Pagers

• Assist the Advisor Marketing team with creation of 1 pager checklists on topical issues relevant to advisors and the use of our marketing products

• Assist the Advisor Marketing team with creation of toolkits – packages of materials for hosting events that include all of the marketing collateral needed (social posts, imagery, invitations, email copy & layout, checklists and process documentation)

Education/Qualifications

• Preferably Pursuing bachelor’s degree in marketing, mass communications, 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 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.

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.