Wealth Enhancement · 19 hours ago
Finance Intern
Minneapolis, MN
Internship
Hybrid
Intern
$21/hr - $21/hrWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Finance Intern will gain broad exposure to multiple Finance functions and assist with financial data analysis, budgeting, forecasting, and reporting, while developing strong analytical and problem-solving skills.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Rotate through multiple Finance functions, supporting teams such as FP&A, Business Finance, Treasury, and M&A Finance
Assist with financial data collection, analysis, and reporting across different areas of Finance
Support monthly reporting, budgeting, and forecasting activities under the guidance of Finance team members
Help prepare financial models, analyses, and summaries related to business performance, cash flow, and investments
Assist with M&A-related activities such as data gathering, organizing diligence materials, and supporting financial analysis
Prepare reports, dashboards, and presentation materials for internal stakeholders
Participate in special projects and process improvement initiatives across the Finance organization
Collaborate with Finance team members and cross-functional partners throughout each rotation
Qualification
Required
Must be actively enrolled in a college or university degree program to be eligible for an internship. Candidates who have already graduated or will graduate before the start of the summer intern program are not eligible
Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or a related field (Junior or Senior preferred)
Strong academic performance (3.2 GPA or Higher) with a demonstrated interest in Finance or Accounting
Strong interest in exploring multiple areas of Finance through a rotational program
Basic to intermediate proficiency in Microsoft Excel; familiarity with PowerPoint and Word preferred
Strong analytical thinking and attention to detail
Ability to manage multiple tasks and adapt to new responsibilities quickly
Strong communication skills and a willingness to ask questions and learn
Self-motivated with a positive attitude and strong work ethic
Preferred
Preferably pursuing bachelor's degree in Finance, Accounting, Economics, or a related field
Preferably students between their junior and senior years
Benefits
Training and professional development
Wellness programs and resources
Worker's compensation – employer paid
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Founded in 1997
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase