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 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 office in Walnut Creek, CA office is seeking an Intern to join our team This is an in-office position, with potential travel to other offices in the area, and offers an excellent opportunity to gain hands-on experience in a client-facing, administrative, and customer service-focused environment. As an Intern, you will support daily office operations by serving as a first point of contact for clients, answering phones, directing inquiries, greeting guests, and assisting with administrative tasks. You will play a key role in preparing and managing prospect and welcome packets for offices across the organization, while developing professional communication skills and learning how to navigate common office and customer service challenges. Throughout the internship, you will collaborate with team members, build strong working relationships, and gain exposure to business operations within a professional services setting. We’re specifically seeking candidates who reside in the Walnut Creek, CA 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

1. Client Support: 25%

• Greet clients and visitors and help create a welcoming and professional office environment.

• Assist with answering and directing incoming phone calls and emails to the appropriate team members.

• Support the team by helping track and respond to general client inquiries in a timely and professional manner.

• Prepare basic client communications, reminders, and follow-ups under guidance from team members.

• Observe and gradually build understanding of client relationship management and service standards.

• Provide backup support to the broader team when needed.

2. Advisor Support: 25%

• Assist advisors and team members with meeting preparation, including assembling materials and organizing information.

• Help manage calendars, schedule meetings, and coordinate logistics.

• Support follow-up tasks from client meetings such as note organization, tracking action items, and updating systems.

• Draft basic communications on behalf of advisors for review.

• Learn how advisors prepare for and conduct client interactions through observation and hands-on support.

• Step in to assist other team members with administrative support when needed.

3. Administrative Support: 25%

• Support day-to-day office operations, including data entry, document organization, and file maintenance.

• Assist with maintaining accurate records in CRM or internal systems. Provide support with light administrative tasks such as expense tracking or invoice organization under supervision.

• Help ensure documents and processes are organized, accurate, and up to date.

4. Team Collaboration, Efficiency & Excellence: 25%

• Contribute to a positive and collaborative team environment through reliability, professionalism, and willingness to learn.

• Ask questions, seek feedback, and actively build knowledge of the business and processes.

• Support team initiatives and participate in meetings or projects when appropriate.

• Identify simple opportunities for process improvements and share ideas with the team.

• Demonstrate strong attention to detail, organization, and accountability in assigned tasks.

• Engage in learning opportunities to develop professional skills and industry knowledge.

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 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.

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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. 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.