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.
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
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
Support Client Planning Tasks
- Update data, run reports, in financial planning systems – eMoney, Holistiplan, etc.
- Run reports and participate in reviews of investment portfolios
- Assist in preparation of estate, insurance, tax planning 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
Education/Requirements
- Preferably Pursuing bachelor’s degree in financial planning, 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
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.
Similar Jobs
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.
