Central Solutions 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 in Plymouth, MN is seeking a Central Solutions Intern to join our team. This internship provides an excellent opportunity for students to gain practical experience in financial services product management and marketing. The intern will support the Central Solutions team across various data, technology, administrative, research, marketing, and project tasks aimed at delivering tools that drive financial advisor growth efforts. Key takeaways from this role include learning about comprehensive financial planning, investing in global markets, and the strategic elements behind a successful advisory business. Additionally, the intern will assist with up-to-date data, research, and presentations that support team goals for delivering products and services that address advisor and client needs. This position is ideal for students aspiring to build a career in financial services product management and marketing. 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.

Primary Job Functions

Product Management Support

• Execute tasks related to the Productization Roadmap for Centralized Client Solutions
• Research projects related to competitive positioning, pricing, and industry trends
• Complete project work related to advisor adoption of Centralized Client Solutions

Salesforce Data Analysis

• Perform data analytics duties in support of standing business reporting tasks
• Provide ad hoc support for team data and segmentation needs
• Helps provide valuable analysis to product and advisory teams
• Learn to perform data segmentation and analysis to drive growth

Product Marketing

• Learn the basics of product marketing and the RIA industry
• Execute tasks as part of new collateral or product marketing asset creation and production
• Support tasks related to product marketing content governance and updates
• Create reports and presentations to summarize key findings
• Support product launch roadmaps
• Facilitate ad hoc product marketing support requests

Perform Operational Workflow Tasks

• Perform audit projects seeking misalignments or inefficiencies
• Coordinate cross-functional, database, or system change management projects

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, business, marketing, or related field
• 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.

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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.