New Client Development 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 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.

Our Corporate office is seeking a New Client Development Intern. This is a summer internship, expected to last approximately May to August. In this role, the intern will gain hands-on experience supporting the growth of Wealth Enhancement’s advisor channel by contributing directly to sales proposals, financial planning preparation, and new client onboarding. Working closely with a dynamic, high-energy group of internal sales specialists, the intern will learn how to build financial plans, analyze portfolios, and participate in outreach to prospective clients. This internship is ideal for students pursuing degrees in business, finance, economics, or related fields who are eager to develop their professional communication skills and gain exposure to a fast-paced, highly relational client development. This is a fully remote position.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.

Job Functions

Sales Proposals and Pipeline Management

• Learn how to effectively use MoneyGuidePro to build financial plans and to develop sales proposals
• Partner with New Client Development team to understand company brand and messaging, company service offerings, and current marketing channels
• Shadow team members to learn how to conduct follow-up calls with prospects
• With manager/team support and oversight, intern will independently conduct follow-up calls with prospects

 New Client Onboarding Support

• Support team with onboarding new clients and case submissions using Salesforce
• Track case submissions in Salesforce, ensuring tasks are executed in a timely manner
• Enter data and upload documents into Salesforce to support new client onboarding efforts

Advisor Coaching

• Sit in on advisor coaching meetings with growth consultants
• Accurately record meeting notes and share with team after each meeting
• Send follow-up emails to advisor and growth consultants with outstanding tasks or requests

Education/Skill Requirements

• 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. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Intern level is $38,700.00 to$ 54,200.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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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 – 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.