Careers @ Advicent

Build the future. Own your future.

Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Our team is revolutionizing the financial planning industry. Come join us!

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Market Analyst Intern

US-WI-Milwaukee
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Overview
Advicent is a financial technology (FinTech) company embarking on the next phase of our growth journey.  Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Position Purpose

As our Market Analyst Intern, you will  join the product strategy team to drive the building of business intelligence systems.

What you’re accountable for
  • Foster a culture of possibility thinking and all-star performance with a focus on excellence and outcomes.
  • Complete ad hoc information management system updates as needed.
  • Assist in drafting the architecture of a business intelligence system.
  • Build the foundational processes that will facilitate accurate, timely, and easy-to-use systems for internal employees.
What skills are required
  • Obtaining a Bachelor Degree in Marketing, Business, Communications, Data Science or related field.
  • Strong entrepreneurial spirit with the ability to be flexible and part of a growing and empowered team.
  • Strong, self-driven personality with a keen sense of delivering completed projects in a timely manner.
  • Highly proficient in Excel, including the ability to create reports, formulas, charts and graphs.
  • Openness and ability to learning new concepts and sharing different ideas.
  • Strong verbal and written communication skills.
  • Experience in Tableau and Salesforce, preferred.
  • Availability to work 16 to 29 hours/week during the school year.
To be successful at Advicent, you will
  • Always seek a meaningful outcome and maintain a sense of urgency in everything you do.
  • Be continuously curious and have an ongoing desire to disrupt the status quo.
  • Take initiative and look to expand your role.
  • Always look for ways to contribute to the team and our success.
Benefits & Perks
  • Health, dental, vision, HSA/FSA, 401K employer match
  • 4 weeks PTO, 9 paid holidays, 8 hours paid volunteer time off
  • Free access to on-site fitness center, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda), monthly volunteer opportunities, employer-sponsored engagement & wellness events
  • Tuition reimbursement, industry training opportunities