Advanced Planning Intern
About The Position
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 Financial Planning Intern to join our team. This internship provides an exceptional opportunity for students to gain practical experience in financial planning and analysis. The intern will work closely with our corporate Financial Planners to create customized financial plans. Key takeaways from this role include developing a comprehensive understanding of financial planning processes, enhancing quantitative and analytical skills, and gaining hands-on experience with financial software and tools. This position is ideal for students aspiring to build a career in financial planning. This is a remote internship opportunity. In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.
Requirements
- 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, economics, or related field
- 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.
Nice To Haves
- Preferred candidates are rising juniors who are currently pursuing, or plan to pursue, the CFP designation.
Responsibilities
- Support the Financial Planner with the creation of customized financial plans
- Organize client’s financial documentation and information as necessary
- Provide an accurate summary of clients’ personal information, current financial position, and asset allocation
- Review and summarize basic insurance details
- Review and summarize basis estate plan details
- Review and summarize key tax returns details
- Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools
- Record notes in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary
- Assist with the completion of the financial plan document
- Support Advanced Planning with the creation and/or maintenance of Advisor and Client resources
- Capture resource requirements and details as identified by Advanced Planning Team/Specialist
- Research and identify necessary data for inclusion in identified resource
- Format appropriately for review by Advanced Planning Team/Specialist
- Support Advanced Planning with team/company initiatives and projects as identified and assigned
- Participate in a collaborative Team environment
- Provide timely responses to questions
- Contribute positively to problem-solving
Benefits
- Training and professional development
- Wellness programs and resources
- Worker's compensation – employer paid
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What This Job Offers
Career Level
Intern
