Advisor Marketing 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 an Advisor Marketing Intern to join our team. This is a summer internship, expected to run approximately May through August, offers an exceptional opportunity for students to gain hands-on experience across a wide range of marketing disciplines within the financial services industry. The intern will work closely with our Advisor Marketing team to support data integrity within Salesforce and AMP, assist with campaign and event coordination, customize marketing templates in Canva, and contribute to marketing automation and content workflows. Key takeaways from this role include exposure to marketing operations, data segmentation, event support, AI-driven tools, and multi-channel advisor marketing strategies. This position is ideal for students looking to develop a strong foundation in marketing within the financial services industry. This is a fully remote internship opportunity.

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

Job Functions

Advisor Marketing Platform (AMP) Support

• Work with Regional Marketing Specialists (RMS) to ensure that lists in Salesforce are updated in AMP on a regular basis

• Ensure data integrity and be proactive in ensuring data is up to date

• Help with email and event creation in AMP

• Coordinate and support requests from Advisors through the Content and Creative teams

• Become a subject matter expert in AMP with a deep knowledge of advisor content

Customize Advisor Templates in Canva

• Use Canva to create and customize unique advisor templates based on team requests

• Load content and craft templates in AMP

• Ensure that content is supplied to advisors in a timely and detail-oriented manner

• Maintain content categories to ensure ease of use for advisors

Salesforce Platform Support

• Provide ad hoc support for team data and segmentation needs

• Help provide valuable analysis to RMS and advisory teams

• Learn to perform data segmentation and analysis to drive growth

• Create Salesforce campaigns aligned to events for tracking of ROI

• Serve as a critical part of the team for event planning and campaign creation

• Report back on event metrics and success

• Learn to be data-driven when planning events and how to report on metrics of success

Creation of Toolkits & 1 Pagers

• Assist the Advisor Marketing team with creation of 1 pager checklists on topical issues relevant to advisors and the use of our marketing products

• Assist the Advisor Marketing team with creation of toolkits – packages of materials for hosting events that include all of the marketing collateral needed (social posts, imagery, invitations, email copy & layout, checklists and process documentation)

Education/Skill Qualifications:  

• Preferably Pursuing bachelor’s degree in marketing, mass communications, 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 and adaptable

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.