Data Insights Analyst Intern (Part-time)

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 80,000 households from our over 140 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 highly skilled part-time Data Insights Analyst Intern to join our team and lead the development of impactful data solutions from the ground up. In this role, you will collaborate with cross-functional teams to translate business needs into actionable insights, design and maintain dynamic dashboards using tools like Power BI and Salesforce, and drive data-driven decision-making across the organization. You’ll play a key role in visual storytelling, data integration, and reporting support, while contributing to scalable data strategies in partnership with technical teams. This is an exciting opportunity for a data professional who thrives on turning complex data into clear, strategic insights.  

*This is a 90-day Internship opportunity. This individual is 10-12 hours/week.*

In the spirit of pay transparency, we are excited to share the base pay for this position is $30 per hour. 

Primary Job Functions: 

Business Requirements & BI Solution Development 

• Collaborate with cross-functional teams (i.e., Sales, Marketing) to gather business needs and translate them into actionable BI solutions. 

• Design, build, and maintain impactful dashboards and reports using tools like Power BI and Salesforce, enabling teams to make data-driven decisions. 

• Define and track key performance indicators (KPIs) that align with business goals and provide visibility into performance trends. 

• Leverage Salesforce’s data model and objects to support reporting and analytics. 

Data Visualization & Storytelling 

• Develop compelling visualizations that clearly communicate insights and trends to both technical and non-technical audiences. 

• Apply best practices in data visualization to ensure clarity, usability, and accessibility of dashboards and reports. 

• Continuously improve visual reporting assets based on user feedback and evolving business needs. 

Data Integration & Reporting Support 

• Partner with data teams to support the development and improvement of data flows and reporting processes. 

• Conduct data validation and quality checks to ensure accuracy and consistency across systems. 

• Troubleshoot and resolve data-related issues to maintain reliable reporting. 

Collaboration & Technical Support 

• Translate business needs into clear technical requirements for data and reporting teams. 

• Contribute to the planning and enhancement of scalable data solutions in collaboration with data engineering and architecture teams. 

Education/ Qualifications: 

• Bachelor’s degree in Business, Business Analytics, or a relat