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 regulations

• Maintain awareness of current market trends and education

• Expand financial industry knowledge and experience

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.

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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.