New Client Development Intern

📋 Description

• • Join Wealth Enhancement Group, LLC, a leading independent wealth management firm, as a New Client Development Intern and play a pivotal role in supporting the growth of our advisor channel.
• • This is a fully remote, summer internship opportunity, expected to run from approximately May to August, offering invaluable hands-on experience in a dynamic and fast-paced environment.
• • You will gain practical exposure to critical aspects of client development, including the creation of sales proposals, the meticulous preparation of financial plans, and the seamless onboarding of new clients.
• • Immerse yourself in the world of financial planning by learning to effectively utilize MoneyGuidePro, a leading software, to construct comprehensive financial plans and compelling sales proposals.
• • Collaborate closely with our dedicated New Client Development team, gaining a deep understanding of Wealth Enhancement's unique brand identity, core messaging, and the diverse marketing channels we employ.
• • Develop your professional communication skills by shadowing experienced team members and actively participating in follow-up calls with prospective clients.
• • With direct manager and team support, you will independently conduct follow-up calls, honing your ability to engage with and convert prospects.
• • Contribute to the efficiency of our new client onboarding process by supporting the team in managing case submissions and utilizing Salesforce, our robust customer relationship management system.
• • Take ownership of tracking case submissions within Salesforce, ensuring that all tasks are executed promptly and efficiently to maintain a smooth client experience.
• • Play a key role in data entry and document uploading within Salesforce, providing essential support for the successful onboarding of new clients.
• • Gain exposure to advisor development by attending advisor coaching meetings led by growth consultants, observing strategic discussions and client engagement techniques.
• • Develop your note-taking and summarization skills by accurately recording meeting notes and sharing them with the team, ensuring key takeaways and action items are captured.
• • Enhance your professional follow-up abilities by sending timely and clear emails to advisors and growth consultants, outlining any outstanding tasks or requests.
• • This internship is an exceptional opportunity for students pursuing degrees in business, finance, economics, or closely related fields, who are eager to refine their professional communication abilities and gain direct exposure to client development within a highly relational and results-oriented industry.
• • You will be an integral part of a high-energy group, learning best practices in financial planning, portfolio analysis, and client outreach.
• • The role requires a proactive and detail-oriented individual who can adapt to a fast-paced workflow and contribute meaningfully to team objectives.
• • This internship is designed to provide a comprehensive learning experience, bridging academic knowledge with practical application in the wealth management sector.
• • You will learn about the importance of client relationships, the intricacies of financial planning, and the sales cycle within a reputable financial services firm.
• • The remote nature of this position allows for flexibility and the opportunity to develop strong self-management and virtual collaboration skills.
• • You will be contributing to a company that is passionate about enriching the lives of its clients through personalized financial planning and investment management services.
• • This role offers a unique chance to understand the operational aspects of a growing wealth management firm with over 140 offices nationwide.
• • You will be part of a team that values continuous improvement and a commitment to raising the standard of wealth management.
• • The experience gained will be highly relevant for future career aspirations in finance, sales, or client relations.
• • You will learn to navigate and leverage industry-standard software and CRM systems, enhancing your technical skill set.
• • The internship provides a platform to build a professional network within the financial services industry.
• • You will be expected to demonstrate a strong work ethic, a willingness to learn, and a positive attitude throughout the internship period.
• • This role is ideal for someone looking to make a tangible impact and gain practical experience that will set them apart in the job market.