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 80,000 households from our over 140 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.
Goals & Objectives
Introduce the intern to the wealth management industry. Intern will have the opportunity to work closely with the advisory team and office staff in the preparation of client documents, the scheduling of client reviews, and the execution of miscellaneous wealth management functions.
Job Functions
Prepare Client Review Packets
- Gather client data and materials in preparation for client reviews
- Prepare client review packets for the advisory team
- Create summary letters for client reviews
Update Client Information
- Update client background and financial information in Salesforce after each client review
- Scan and upload documents into the Salesforce cloud
- Client service task creation and confirmation in Salesforce
- Data entry projects, including auditing and updating Salesforce data
Miscellaneous Office Projects
- Support the team with ad hoc projects relating to office management, report generation, and administration
- Perform data integrity audits in various software
- Miscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technology
Other Job Function Examples: Data Clean-Up Projects, Excel Analysis Projects, Marketing Support, Financial Planning Support, Shadowing Opportunities with FAs, etc.
Education/Skill Requirements
- Preferably Pursuing bachelor’s degree in finance, accounting, or economics.
- 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
- Detail oriented, highly organized and adaptable
- Proficient with Microsoft Office Suite or related software
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 – employer paid
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.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
Skills Required
- Pursuing bachelor's degree in finance, accounting, or economics
- Well-developed written and verbal communication skills
- Detail oriented and highly organized
- Proficient with Microsoft Office Suite or related software
Wealth Enhancement Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth Enhancement Group and has not been reviewed or approved by Wealth Enhancement Group.
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Healthcare Strength — Coverage spans medical, dental, vision, employer-paid life, and short- and long-term disability with added wellness resources. Options such as HSAs/FSAs, critical illness/accident coverage, an EAP, and digital fitness broaden overall health support.
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Retirement Support — A 401(k) with company match and immediate vesting is offered alongside discretionary profit sharing. These features strengthen long-term financial security for employees.
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Parental & Family Support — Paid parental leave at full pay and paid caregiver leave are included. These policies signal meaningful support for growing families and caregiving needs.
Wealth Enhancement Group Insights
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
