Intern

Wealth Enhancement is an independent wealth management firm seeking an Intern to join their team in Walnut Creek, CA. The Intern will support daily office operations, provide client support, and assist advisors with meeting preparation and administration. The position offers hands-on experience in a client-facing, administrative, and customer service-focused environment.

Requirements

• Actively enrolled in a college or university degree program
• Pursuing bachelor's degree in finance, accounting, or economics
• Well-developed written and verbal communication skills
• Detail oriented, highly organized and adaptable
• Proficient with Microsoft Office Suite or related software

Benefits

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