Business Development Intern

A 12-month paid remote internship for a Business Development Intern, focused on advisor research, outreach, and appointment scheduling, offering exposure to financial services and business growth.

Location: Remote

Salary: $20 -$25 per hour

Responsibilities

• Assist with advisor prospecting and list building using approved databases and LinkedIn
• Support outreach preparation, including tracking responses and maintaining prospect notes
• Schedule and confirm appointments for introductory advisor conversations
• Maintain accurate records of activity in tracking tools and spreadsheets
• Conduct basic advisor research (firm affiliation, location, years in practice)
• Help organize follow‑up workflows and ensure timely handoffs to the BDD
• Support special projects related to recruiting campaigns or events as needed

Requirements

• Currently pursuing a Bachelor’s degree in Finance, Business, Economics, Marketing, or a related field; Junior or Senior standing preferred (or recent graduate)
• Strong interest in a career in wealth management or financial advising
• Strong organizational and communication skills
• Confident making outbound calls with working knowledge of LinkedIn, spreadsheets, and basic CRM or tracking systems
• Detail‑oriented and reliable with follow‑through
• Interest in business development, sales, finance, marketing, or professional services
• Ability to communicate professionally with advisors and internal stakeholders