Collaborate with branch leadership to orchestra student worker and summer intern duties * Process ... Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills consistent ...
Collaborate with branch leadership to orchestra student worker and summer intern duties * Process ... Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills consistent ...
Collaborate with branch leadership to orchestra student worker and summer intern duties * Process ... Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills ...
Collaborate with branch leadership to orchestra student worker and summer intern duties * Process ... Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills ...
Collaborate with branch leadership to orchestra student worker and summer intern duties * Process ... Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills ...
Collaborate with branch leadership to orchestra student worker and summer intern duties * Process ... Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills ...
Intern Envestnet information
See salary details
$8.89 - $10.29
3% of jobs
$10.29 - $11.69
3% of jobs
$11.69 - $13.09
3% of jobs
$13.09 - $14.49
9% of jobs
$14.94 is the 25th percentile. Wages below this are outliers.
$14.49 - $15.89
21% of jobs
The median wage is $16.47 / hr.
$15.89 - $17.29
26% of jobs
$18.39 is the 75th percentile. Wages above this are outliers.
$17.29 - $18.68
13% of jobs
$18.68 - $20.08
12% of jobs
$20.08 - $21.48
4% of jobs
$21.48 - $22.88
3% of jobs
$22.88 - $24.28
3% of jobs
$8
$17
$24
How much do intern envestnet jobs pay per hour?
As of Jul 14, 2026, the average hourly pay for intern envestnet in the United States is $17.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as an Intern at Envestnet, and why are they important?
To succeed as an Intern at Envestnet, a strong foundation in finance, data analysis, and problem-solving is essential, typically supported by relevant coursework or a degree in business, finance, computer science, or related fields. Familiarity with tools such as Microsoft Excel, PowerPoint, and possibly programming languages like Python or SQL, as well as exposure to financial software platforms, is often expected. Strong communication, teamwork, and adaptability help interns excel in collaborative, fast-paced environments. These competencies enable interns to contribute effectively to projects while gaining valuable industry experience and building a professional network.
What does an Intern at Envestnet do?
An Intern at Envestnet typically supports various teams by assisting with data analysis, research, project management, and administrative tasks. Interns gain exposure to financial technology, investment management solutions, and the company's software platforms. They work closely with professionals to learn about the industry, contribute to real projects, and develop valuable skills for future careers in finance or technology.
What types of projects or tasks can an Intern at Envestnet expect to work on during their internship?
As an Intern at Envestnet, you can expect to engage in a variety of projects that may include supporting data analysis, assisting with software development, contributing to client reports, or collaborating on process improvement initiatives. Interns often work closely with experienced team members, gaining exposure to real-world financial technology solutions and industry best practices. The environment encourages learning and professional growth, with opportunities to participate in team meetings, present findings, and receive feedback from mentors. This hands-on experience is designed to help interns build both technical and soft skills relevant to the fintech industry.
What cities are hiring for Intern Envestnet jobs? Cities with the most Intern Envestnet job openings:
What are the most commonly searched types of Envestnet jobs? The most popular types of Envestnet jobs are:
What states have the most Intern Envestnet jobs? States with the most job openings for Intern Envestnet jobs include:
What job categories do people searching Intern Envestnet jobs look for? The top searched job categories for Intern Envestnet jobs are:
Baird rating
8.6
Based on 8 frontline employees who took The Breakroom Quiz
Job description
About the Role:
Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill.
This is a Part-Time role working 30 hours a week that includes benefits!
The Impact You'll Make:
What You'll Bring to Baird:
Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill.
This is a Part-Time role working 30 hours a week that includes benefits!
The Impact You'll Make:
- Answer inquiries from internal associates and business partners in a professional and pleasant manner Act as a liaison between financial advisors and internal PWM support teams
- Assist the Social Media strategy for the branch, including LinkedIn, Website, X, etc
- Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability
- Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of assisting our teams in implementing well-defined client service models
- Collaborate with branch leadership to orchestra student worker and summer intern duties
- Process daily check deposits
- Maintain knowledge or compliance policies for internal associate inquiries
- Maintain schedule of Broker of the Day call log on a quarterly basis for all incoming switchboard inquiries
- Plan, coordinate and arrange for vendor luncheons, etc Set up and maintain conference rooms, office supplies, and restocking
- Sort, process and route incoming and outgoing mail
- Copy, fax, and file various materials as needed
- Log Compliance files File paperwork such as wires and branch manager daily reports
- Perform other duties as assigned
What You'll Bring to Baird:
- High school diploma required, Associates or Bachelor's degree preferred
- 1+ years previous customer service or administrative experience; preferably in the financial services industry
- Excellent verbal communication skills; excellent telephone and client service skills
- Detail oriented, critical thinking, and proactive problem solving skills
- Good analytical skills with ability to perform semi-advanced math
- Ability to work independently with minimal supervision; ability to be flexible
- Ability to handle clients professionally and manage challenging situations
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner