Job Description

Intern Position At 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.

Our Itasca, Illinois office is seeking an Intern to join our team. This internship provides hands-on experience supporting client service operations, including preparing materials for client meetings, running reports, gathering data, and creating follow up summaries. The intern will also assist with project-based work that develops throughout the summer. Key takeaways from this role include strengthening communication and organizational skills, gaining exposure to client service workflows, and building foundational experience in financial services. We are specifically seeking candidates in the Itasca, IL area.

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

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

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/Qualifications

• Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible.
• 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.

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.

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.

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.

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