Intern

Wealth Enhancement is an independent wealth management firm seeking an intern to support client service operations, prepare materials for client meetings, and assist with project-based work.

Requirements

• 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
• Support the team with ad hoc projects relating to office management, report generation, and administration

Benefits

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