Intern

Wealth Enhancement Group • Walnut Creek, CA

7d • 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 Walnut Creek, CA office is seeking an Intern to join our team. This is an in-office position, with potential travel to other offices in the area, and offers an excellent opportunity to gain hands-on experience in a client-facing, administrative, and customer service-focused environment. As an Intern, you will support daily office operations by serving as a first point of contact for clients, answering phones, directing inquiries, greeting guests, and assisting with administrative tasks. You will play a key role in preparing and managing prospect and welcome packets for offices across the organization, while developing professional communication skills and learning how to navigate common office and customer service challenges. Throughout the internship, you will collaborate with team members, build strong working relationships, and gain exposure to business operations within a professional services setting. We’re specifically seeking candidates who reside in the Walnut Creek, CA 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.
• 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

• Greet clients and visitors and help create a welcoming and professional office environment.
• Assist with answering and directing incoming phone calls and emails to the appropriate team members.
• Support the team by helping track and respond to general client inquiries in a timely and professional manner.
• Prepare basic client communications, reminders, and follow-ups under guidance from team members.
• Observe and gradually build understanding of client relationship management and service standards.
• Provide backup support to the broader team when needed.
• Assist advisors and team members with meeting preparation, including assembling materials and organizing information.
• Help manage calendars, schedule meetings, and coordinate logistics.
• Support follow-up tasks from client meetings such as note organization, tracking action items, and updating systems.
• Draft basic communications on behalf of advisors for review.
• Learn how advisors prepare for and conduct client interactions through observation and hands-on support.
• Step in to assist other team members with administrative support when needed.
• Support day-to-day office operations, including data entry, document organization, and file maintenance.
• Assist with maintaining accurate records in CRM or internal systems.
• Provide support with light administrative tasks such as expense tracking or invoice organization under supervision.
• Help ensure documents and processes are organized, accurate, and up to date.
• Contribute to a positive and collaborative team environment through reliability, professionalism, and willingness to learn.
• Ask questions, seek feedback, and actively build knowledge of the business and processes.
• Support team initiatives and participate in meetings or projects when appropriate.
• Identify simple opportunities for process improvements and share ideas with the team.
• Demonstrate strong attention to detail, organization, and accountability in assigned tasks.
• Engage in learning opportunities to develop professional skills and industry knowledge.

Benefits

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

What This Job Offers

• Career Level: Intern