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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 90,000 households from our over 175 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 Brentwood, TN office is seeking an Intern to join our team. This internship provides an exceptional opportunity for students interested in pursuing a career in wealth management to gain hands-on experience supporting both client service and operational functions within a growing advisory practice. The intern will work closely with financial advisors and team members on client reviews, account administration, and key business initiatives. Key takeaways from this role include developing an understanding of wealth management operations, gaining exposure to client relationships and financial planning processes, and building practical skills using industry technology and CRM systems. This position is ideal for students aspiring to build a career in wealth management, financial planning, or advisory operations. We're specifically seeking candidates who reside in the Brentwood, TN 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
Prepare Client Review Packets
Update Client Information
Miscellaneous Office Projects
Education/Qualifications
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.
