Advisor Marketing Intern

Wealth Enhancement Group

6d•Remote

About The Position

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.

Requirements

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

Responsibilities

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)