Advisor Recruiting Intern

Wealth Enhancement Group•Minneapolis, MN

3d•Onsite

About The Position

Introduce the intern to the wealth management industry. Intern will have the opportunity to work closely with the advisory team and office staff in the preparation of client documents, the scheduling of client reviews, and the execution of miscellaneous wealth management functions.

Requirements

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.

Responsibilities

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.
Other Job Function Examples: Data Clean-Up Projects, Excel Analysis Projects, Marketing Support, Financial Planning Support, Shadowing Opportunities with FAs, etc.