Business Development Intern (Financial Services)

TL;DR

Business Development Intern (Financial Services): Provide administrative and prospecting support to the Business Development team with an accent on advisor research, outreach preparation, and appointment scheduling. Focus on advisor recruiting, relationship development, and professional services business growth.

Location: Remote - United States

Salary Range: $20-$25 per hour

Company

For over 175 years, hirify.global has empowered individuals, families and businesses to achieve their financial goals through life insurance, annuities, wealth management, and institutional asset management.

What you will do

• 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 on firm affiliation, location, and years in practice
• Help organize follow-up workflows and ensure timely handoffs to Business Development Directors
• Support special projects related to recruiting campaigns or events

Requirements

• Currently pursuing a Bachelor’s degree in Finance, Business, Economics, Marketing, or 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

Culture & Benefits

• 12-month paid internship, 20-30 hours per week, flexible with school schedule
• Fully remote work
• Hands-on exposure to advisor recruiting, relationship development, and business growth
• Work closely with Business Development Directors and team members
• Build foundation in financial services through networking and mentorship
• Equal Employment Opportunity employer