Intern

Wealth Enhancement Group • San Diego, CA

4d • Onsite

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 office in Coronado, CA is seeking an Intern to join our team. This internship offers a valuable opportunity for students to gain hands-on exposure to the wealth management industry. The intern will work closely with the advisory team and office staff to support day-to-day operations, including preparing client documents, scheduling client review meetings, and assisting with a variety of core wealth management functions. Through this experience, the intern will develop a foundational understanding of how a wealth management firm operates, gain insight into the client service lifecycle, and build practical skills that support a career in financial services. 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.
• 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

• Preferably pursuing bachelor’s degree in finance, accounting, or economics
• Preferably students between their junior and senior years.

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

Benefits

• Training and professional development
• Wellness programs and resources
• Worker's compensation – employer paid

What This Job Offers

• Career Level: Intern
• Number of Employees: 501-1,000 employees