Wealth Enhancement Overview: 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 61,000 households - 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.

 In 2021, WEG acquired Carroll Financial Associates, a $4.5+ billion in registered investment advisors in Charlotte, North Carolina. Carroll Financial was founded in 1980 by Larry Carroll. Our team has expanded over the years, with more than 800 employees in over 100 U.S. offices, but our unique team-based approach remains the same. WEG staff continues to increase as the firm expands its nationwide footprint through strategic acquisitions and organic growth. We’re committed to working together to provide customized, holistic advice, and we believe that our Roundtable™ team delivers better results than what a single financial advisor can offer. More than 61,000 households across 40 states entrust us with approximately $82.7 billion in assets, and our client retention rate exceeds 97%.

Our Charlotte, NC office as an exciting opportunity for a Financial Planning Internship. This role works as part of an advisory team to help clients achieve their financial goals and provide client service that exceeds the client’s expectations.  Our team members work together to meet company objectives for customer service quality, client retention and growth.

Internship Overview: Wealth Enhancement's intern position provides valuable opportunities to learn about the financial services industry through hands-on experience. WEG's internship program provides direct insight into a host of independent veteran advisors and teams and how they conduct business within our firm.

The key to our program is flexibility; allowing you to actively engage in the sectors of financial planning that interest you the most. This approach adds value to our firm while sharpening the intern’s skills in a myriad subjects. Engagement in the program is accomplished by but not limited to improving a process, assisting with client relationship management, administrative work, and completing a meaningful project.

Goals and Objectives:

• Meet with principal advisor weekly to review progress, gain feedback, and ask questions
• Attend lunch with different advisors for insight into the business
• Attend client meetings to gain hands-on experience
• Learn the backgrounds and career insights of multiple expert advisors
• Increase knowledge, software skill and marketability

Responsibilities:

Actual responsibilities will depend on your specific capabilities but may include:

• Complete assigned personal project(s) and present to principal advisor and team
• Update Residency Program Process for up-to-date statistics and information
• Update, maintain and add to library of resources for principal advisor
• Help with daily tasks based on the needs of planners
• Be flexible to help any advisor or team complete tasks and projects regardless of “host” team
• Assist with client events and client appreciation initiatives

Qualifications:

• Current junior or senior in a financial planning program or business program
• Proficient in Microsoft Word, Excel, and Power Point
• Quick learning skills and a desire to engage in financial planning
• Flexibility in schedule to work 2-3 days each week
• Competitive hourly pay will be offered depending on candidate’s background and ability