About the role#
Wealth Enhancement is seeking an intern for our Brentwood, Tennessee office. This role offers hands-on experience in wealth management, supporting both client service and operational functions. You will work alongside financial advisors and team members to assist with client reviews, account administration, and business initiatives. This position is a paid, full-time opportunity for students interested in a career in financial planning or advisory operations.
What you'll do#
- Gather client data and materials to prepare for client reviews.
- Assemble client review packets for the advisory team.
- Update client background and financial information in Salesforce.
- Scan and upload documents into the Salesforce cloud.
- Conduct data integrity audits across various software systems.
- Support the team with ad hoc office management and administrative projects.
What you'll need#
- Active enrollment in a college or university degree program.
- Preference for students pursuing a bachelor’s degree in Finance, Accounting, or Economics.
- Strong written and verbal communication skills.
- High attention to detail and ability to stay organized.
- Proficiency with Microsoft Office Suite.
- Ability to adapt to changing tasks and priorities.
Location & details#
- Location: Brentwood, Tennessee.
- Modality: On-site.
- Compensation: $21 per hour.
- Term: Rolling.
About Wealth Enhancement
Wealth Enhancement is a financial services firm based in Plymouth, Minnesota. Founded in 1997, the company provides financial planning, investment management, and estate planning services. It employs between 1,001 and 5,000 people. The firm uses a team-based model called the Roundtable to coordinate advice across six areas of wealth management.
How to get in at Wealth Enhancement
Applying early to Wealth Enhancement gives you a distinct advantage because recruiters review applications before the candidate pool grows too large. Intern Insider sends an instant alert the moment a new role is published, so you can submit your materials among the first applicants. This timing helps ensure your resume is seen while the team is still actively filling the position. You can also improve your response rates by reaching out to recruiters directly to ask about the role or a referral. Intern Insider surfaces the specific recruiters behind these roles, allowing you to bypass the standard queue and connect with the people actually making the hiring decisions.
