Intern
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 90,000 households from our over 175 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 Brentwood, TN office is seeking an Intern to join our team. This internship provides an exceptional opportunity for students interested in pursuing a career in wealth management to gain hands-on experience supporting both client service and operational functions within a growing advisory practice. The intern will work closely with financial advisors and team members on client reviews, account administration, and key business initiatives. Key takeaways from this role include developing an understanding of wealth management operations, gaining exposure to client relationships and financial planning processes, and building practical skills using industry technology and CRM systems. This position is ideal for students aspiring to build a career in wealth management, financial planning, or advisory operations. We're specifically seeking candidates who reside in the Brentwood, TN area. 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, accounting, or economics.
- Preferably students that will be graduating in December 2026 or April 2027.
- Looking for those with industry certifications and past experience or internships in financial services.
- 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
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
