Advisor Recruiting Intern

About Wealth EnhancementWealth 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 & ObjectivesIntroduce 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 FunctionsPrepare Client Review PacketsGather client data and materials in preparation for client reviewsPrepare client review packets for the advisory teamCreate summary letters for client reviewsUpdate Client InformationUpdate client background and financial information in Salesforce after each client reviewScan and upload documents into the Salesforce cloudClient service task creation and confirmation in SalesforceData entry projects, including auditing and updating Salesforce dataMiscellaneous Office ProjectsSupport the team with ad hoc projects relating to office management, report generation, and administrationPerform data integrity audits in various softwareMiscellaneous preparation of documents, organizing of client files, scanning, email and phone communication, and use of technologyOther Job Function Examples: Data Clean-Up Projects, Excel Analysis Projects, Marketing Support, Financial Planning Support, Shadowing Opportunities with FAs, etc.Education/Skill RequirementsPreferably Pursuing bachelor’s degree in finance, accounting, or economics. Preferably students between their junior and senior yearsWell-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organizationDetail oriented, highly organized and adaptableProficient with Microsoft Office Suite or related softwareComprehensive Benefits OfferingsOur 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 developmentWellness programs and resourcesWorker's compensation – employer paidShould you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700Information 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: LinkOSHA 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.