Intern

Wealth Enhancement Group; Brentwood (MD); On-site; USD 52,900,000 - 67,695,000; Part time

Benefits offered by this job

None

Job summary

Wealth Enhancement Group in Brentwood, TN seeks an Intern to assist client service and operational functions within a growing advisory practice. You will work with financial advisors on client reviews, account administration, and key initiatives, gaining hands-on experience in wealth management.

The role targets students pursuing finance or related studies, with exposure to CRM systems, Salesforce, and industry software. Must reside in the Brentwood area.

Qualifications

• Must be actively enrolled in a college/university degree program; graduates are not eligible.
• Preferably pursuing finance, accounting, or economics.
• Candidates graduating Dec 2026 or Apr 2027 are preferred.
• Industry certifications and prior internships in financial services are a plus.
• Strong written and verbal communication and organizational skills required.

Responsibilities

• Prepare client review packets by gathering data and materials.
• Update client information in Salesforce after client reviews.
• Support office projects, data integrity audits, and document preparation.

Skills

Written communication

Verbal communication

Detail oriented

Organized

Microsoft Office

Education

Pursuing finance/economics degree

Enrollment active

Tools

Microsoft Office Suite

Job description

About Wealth Enhancement

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.

Primary Job Functions

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

Education/Qualifications

• 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.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Intern level is $38,700.00 to$ 54,200.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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

#LI-KH1

#LI-Onsite

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.