Business Development 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 75,000 households from our over 100 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.

We are seeking a Business Development Intern to join our team. This internship offers a unique opportunity to gain hands-on experience in mergers and acquisitions within the wealth management industry. The intern will learn about the deal process, basic valuation terms and methodology, and current consolidation trends. Additionally, the intern will have the opportunity to work on an independent project, exploring an area of interest in the field and presenting their findings to leadership. Key takeaways from this role include developing a strong understanding of mergers and acquisitions, enhancing analytical and research skills, understanding different valuation methods and gaining practical knowledge of the wealth management industry. This position is ideal for students aspiring to build a career in business development and financial services. This is a remote/hybrid internship opportunity for candidates located in the Minneapolis/St. Paul metro area.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $20 per hour. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Team Support and Assistance

• Assist analysts with data entry and pipeline management

• Craft PowerPoint presentations

• Prepare company valuations and deal analyses

• Will gain an understanding of the deal process and key documents

Research

• Conduct deal research on wealth management firms

• Create profiles for firms based on research

• Will gain an understanding of basic valuation terms and methodology

Independent Project

• Intern will work on one independent project related to wealth management mergers and acquisitions

• Determine area of interest for project and define scope

• Conduct independent research and make conclusions based on findings

• Prepare a PowerPoint presentation based on the research findings

• Present findings to Business Development department

• Will gain introductory knowledge of wealth management industry and current trends in consolidation

Education/Qualifications

• Preferably pursuing bachelor’s degree in business

• Preferably students between their junior and senior year

• Based in the Twin Cities, MN area with the ability to work onsite in Plymouth, MN headquarters

• Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization

• Proficient with Microsoft Office Suite or related software

• Detail oriented, highly organized and adaptable

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. Thus, the entire salary range for those who are classified as the Intern level is $34,309 to $52,983.

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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

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.