Intern

Design Financial Plan

About the Role

This is a paid internship position based in University Heights, OH. The intern will support marketing initiatives with an opportunity to build a brand almost from scratch by leading campaign development, digital and traditional outreach, and content. The goal is to generate an online presence for the brand that generates qualified leads. The intern will also assist with client administration.

Key Responsibilities

• Conduct market research.
• Analyze campaign data.
• Lead campaign development.
• Support digital and traditional outreach.
• Create content.
• Assist with client administration.

Requirements & Tech Stack

• Ai experience.
• Proficiency with common office and collaboration tools (e.g., Microsoft Office, spreadsheets, presentation software).
• Ability to pass a FINRA background check.

Qualifications

• Strong Communication and Customer Service skills.
• Ability to work independently and take the initiative.
• Demonstrated interest in Marketing.
• Demonstrated interest in Finance / Financial Services / Investments.
• Ability to conduct Market Research and contribute to Marketing Strategy initiatives within financial services.
• Interest in supporting Sales activities, including lead follow-up and outreach under guidance.
• Currently pursuing or recently completed a degree in Marketing, Finance, Business, or a related field.
• Attention to detail, reliability, and the ability to handle confidential information appropriately.
• Demonstrated ability to manage time effectively, and learn new concepts quickly.
• Interest in becoming a Financial Advisor is desirable.