Wealth Solutions Intern - Overland Park, KS.

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary:

The paid JUMPSTART Internship Program will expose interns to many facets of the Financial Services division and our broader workforce consulting services. The Wealth Solutions Intern will support the Field Success Manager and Vice President of Wealth Strategy in assessing the current state of platform adoption, marketing support, M&A firm onboarding pathways and help create plans to improve these areas for a better client and advisor experience. This role is in person in our vibrant Overland Park, KS office.

Essential Duties and Responsibilities:

• Gain an understanding of OneDigital's Wealth Platform, our value proposition to our advisor teams and clients and go to market strategy.
• Assist in the creation and deployment of an evaluation process to understand the current state of new advisor team transitions, platform adoption, and marketing support.
• Use project management, interview skills and data visualization to identify gaps and areas for improvement and help create and refine plans to address them.
• Assist in the creation of materials to ensure a successful launch of the new platform adoption strategy.

Qualifications & Experience:

• Pursuing a degree in Business, Finance, Marketing or related field.
• Previous experience with financial planning and individual client service is a plus
• Ability to work well in a team, manage multiple tasks, and meet deadlines.
• Strong relationship-building, communications, project management and visual materials development skills.
• Proficiency in MS Outlook, Word, Excel, PowerPoint, and Teams.
• Willingness to travel occasionally.

The typical base pay range for this role nationwide is $18 per hour. 

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!