Business Development Intern

About the role#

The Business Development Intern will gain hands-on experience in the client acquisition side of a wealth management practice. Working alongside Financial Advisors, you will learn how to identify prospective clients, build relationships, and support growth initiatives through proactive outreach and marketing efforts.

What you'll do#

• Gain hands-on experience in client acquisition for wealth management.
• Learn effective business development strategies, including cold calling, networking, and email outreach.
• Conduct research to identify qualified prospective clients, centers of influence, and strategic referral partners.
• Assist Financial Advisors with maintaining and expanding prospect pipelines using CRM systems.
• Make outbound calls to schedule introductory meetings and qualify prospective clients.
• Assist with seminar, webinar, and marketing event preparation.
• Gain exposure to financial planning and investment advisory services to understand client needs.

What you'll need#

• Currently pursuing a BS/BA degree, with a preference for rising juniors or seniors.
• Strong interest in sales, business development, financial services, or wealth management.
• Excellent verbal and written communication skills with strong interpersonal abilities.
• Strong organizational skills and the ability to manage multiple priorities.
• Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint.
• A professional demeanor with high attention to detail.
• Comfort with making outbound prospecting calls and speaking with new people.

Location & details#

• Location: New York, New York.
• Modality: On-site.
• Employment Type: Full-time.
• Compensation: $17.00 per hour.
• Term: Rolling.