Financial Planning Intern

About Wealth Enhancement Group

Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group 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 Rochester, NY office has an excellent opportunity for a Financial Planning Intern. Intern will have the opportunity to work closely with an associate advisor and the office staff in the preparation of client documents, the scheduling of client reviews, and the execution of miscellaneous wealth management functions. (This is an in person position.)

The salary target for this role is $20/hour depending on experience. This is a part time (20 hours/week) in person internship.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Assist with projects for principal advisor and other teams

• Review and evaluate client estate planning documents.
• Review and compare existing portfolio models to new client accounts.
• Assist the staff in calculating account values on request.
• Attend client meetings with advisors.
• Attend wholesaler meetings with advisors.
• Attend weekly educational seminars relating to topics within financial planning presented by senior advisors.
  
  

Update, maintain and add to library of resources for principal advisor

• Research advanced investment ideas and present to advisors for review.
• Review and update quarterly presentations relating to account performance.
• Compile corporate resources for investment and practice management.
  
  

Complete necessary administrative duties

• Assist staff with client account maintenance requests.
• Collaborate with IT and Marketing in office implementation projects.
• Communicate with various custodians regarding client account maintenance.
• Assist with the in-office client experience along with client service associates and management.
• Collaborate with fellow interns in the organization of the communal office spaces.
• Monitor the client relationship management system for key data opportunities.
  
  

Complete assigned personal project(s) and present to principal advisor and team

• Assist the Marketing team with research on client preferences.
• Assist the Investment team with model portfolio resources and internal presentations.
• Review client matrices with lead advisor and staff to ensure effective client relationships.
• Collaborate with the investment team and fellow interns through an investment exercise. Within this exercise, interns’ model and track a fictional portfolio, write a Request for Proposal for their investment philosophy, and present a final presentation highlighting the performance of the fund and explanation of performed investment ideas.
  
  

Update Residency Program Process for up-to-date statistics and information

• Ensure residency is periodically updated.
  
  

Education/Skill Qualifications:

• Preferably Pursuing bachelor’s degree in finance.
• Preferably students between their junior and senior years
• 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
  
  

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development
• Medical and dental coverage
• 401k – with match and profit sharing
• Health care spending and savings accounts
• Dependent care spending account
• Vision coverage
• Wellness programs and resources
• Life insurance – employer paid
• Short-term and long-term disability – employer paid
• Paid Time Off
• 10 paid holidays each year
• Paid parental leave
• Tuition reimbursement
  
  

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.