New Client Team 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 a New Client Team Intern to join our organization. This internship provides an excellent opportunity for students to gain hands-on experience in the advisor marketing and sales pipeline. The intern will work closely with experienced sales and operations professionals, enhancing their communication skills, evaluating sales data, and expanding their knowledge of the financial industry. Additionally, the intern will gain practical insights into sales processes and marketing response handling. This position is ideal for students aspiring to build a career in financial services and sales. This is a remote internship opportunity.

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 Assistance

• Work closely with New Client Team to support the advisor opportunity sales pipeline

• Partner with New Client Team and Marketing to understand company brand and messaging, company service offerings, current marketing channels, and event campaigns

• Shadow team members to learn how to screen prospective clients and set appointments for financial advisors

• With manager/team support and oversight, intern will screen prospective clients and set appointments for financial advisors

 Report Generation and Data Entry

• Use Salesforce high velocity sales applications to prioritize work queues

• Work with operations personnel on report generation and data analysis using reporting software such as R and SQL

• Accurately and efficiently record data entry of interactions with prospects

• Input new client Opportunities for advisors, ensuring proper data and reporting

• Utilize advisor rotation software to ensure accurate prospect assignment

• Assist with miscellaneous data management projects and tasks

Build and Maintain Financial Industry Knowledge

• Learn and comply with the securities industry rules and …