Wealth Management Intern - Hybrid Growth in Planning

OnePoint BFG Wealth Partners; Minneapolis (MN); On-site; USD 25,000 - 36,000; Full time

Job summary

OnePoint BFG Wealth Partners, Minneapolis, MN, is seeking a Wealth Management Intern to support our Wealth Advisors and clients. You’ll gain hands-on experience in independent wealth management, assisting with financial planning workflows, data architecture, and asset-reporting initiatives.

Work with the Planning & Client Service teams to streamline processes, manage CRM data, and contribute to client service excellence in a fast-growing, fee-based environment.

Qualifications

• Bachelor’s degree or pursuing degree in finance-related field.
• Strong analytical capabilities and problem-solving skills.
• Excellent written and verbal communication; client confidentiality.
• Familiarity with CRM systems or planning platforms is a plus.

Responsibilities

• Build comprehensive financial plans and client presentations with senior planners.
• Synthesize asset data and perform case analysis in planning software.
• Create tailored investment proposals for clients.
• Manage CRM data integrity and advisory workflows.
• Coordinate client timelines and follow-ups in CRM to ensure flawless execution.
• Support Planning & Client Service teams to streamline operations and compliance.

Skills

Analytical thinking

Problem-solving

Communication skills

Client confidentiality

Autonomy / self-starter

Education

Bachelor’s degree in Finance, Business Administration, Economics, or a financial planning-related discipline

Tools

CRM software

Microsoft Office Suite

Financial planning platforms

Job description

OnePoint BFG Wealth Partners, Minneapolis, MN, is seeking a Wealth Management Intern to support our Wealth Advisors and clients. You’ll gain hands-on experience in independent wealth management, assisting with financial planning workflows, data architecture, and asset-reporting initiatives.

Work with the Planning & Client Service teams to streamline processes, manage CRM data, and contribute to client service excellence in a fast-growing, fee-based environment.