Intern - Midtown, NY

Goals and Objectives

• Develop an understanding of the wealth management sales process, from prospecting through client onboarding.
• Learn effective business development strategies, including cold calling, email outreach, networking, and referral generation.
• Conduct research to identify qualified prospective clients, centers of influence, and strategic referral partners.
• Aid Financial Advisors in maintaining and expanding prospect pipelines using CRM systems.
• Build confidence in making outbound calls to schedule introductory meetings and qualify prospective clients.
• Develop communication and relationship-building skills through client and prospect interactions.
• Learn how advisors position their value proposition and differentiate their services in the marketplace.
• Aid with seminar, webinar, and marketing event preparation to support business development initiatives.
• Gain exposure to financial planning and investment advisory services to better understand client needs and advisor recommendations.
• Learn how marketing, client service, and operations work together to support advisor growth and long-term client relationships.

Requirements

• Pursuing a BS/BA degree; rising junior, senior preferred.
• Strong interest in sales, business development, financial services, or wealth management.
• Comfortable speaking with new people and making outbound prospecting calls.
• Excellent verbal and written communication skills with strong interpersonal abilities.
• Self-motivated, competitive, and goal-oriented with a positive attitude.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• High level of professionalism, initiative, and attention to detail.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); CRM experience is a plus.
• Ability to build rapport, establish relationships, and communicate effectively with clients and prospects.
• Previous experience in sales, customer service, fundraising, or business development is a plus, but not required.