Partner Programs Intern

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 80,000 households from our over 140 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 Corporate office is seeking a Partner Programs Intern to join our team. This is a summer internship, expected to last approximately May to August. In this role, the intern will provide operational, administrative, and marketing support to the Internal Sales team, with a strong focus on data integrity, partner engagement, and process coordination. Interns will gain hands-on experience updating Salesforce records, supporting referral and campaign tracking, coordinating partner event logistics, and assisting with ongoing internal sales operations. This opportunity is ideal for students studying business, finance, or marketing who are detail-oriented, highly organized, and eager to contribute in a fast-paced, collaborative environment. This is a remote internship opportunity.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.

Goals & Objectives

The Intern will provide operational and administrative support to the Internal Sales and Marketing Support team, focusing on data integrity, partner engagement, and backup coverage during peak periods. This role offers exposure to financial services operations and internal sales processes.

Job Functions

Internal Sales Team Backup Coverage

• Provide backup support to the internal sales support team during summer hours and other instances as needed.
• Routing requests to the appropriate Regional Vice President and internal sales team members for timely resolution.
• Updating and managing stale lead pipeline with occasional outreach to clients or referring partners using email templates

Marketing Support

• Coordinate with team in ordering various breakfast/lunch for meetings and events
• Assist with gift ordering for partners, including expense tracking and confirming delivery

Miscellaneous Administrative Tasks

• Print and ship from UPS/FedEx for the client data-gathering process and other one-off requests
• Assist in monitoring data and records in salesforce to ensure accuracy

Project Assistance

• Support special projects related to partner programs and referral initiatives.
• Help document workflows and create process guides for internal use.
• Supporting reporting or simple data analysis.

Education/Skill Requirements

• Preferably Pursuing bachelor’s degree in business, finance, or marketing
• 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
• 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.

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. As an intern, you may participate in the following benefits & development opportunities:

• Training and professional development

• Wellness programs and resources

• Worker's compensation – employer paid

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.

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.