Financial Planning & Business Development Intern (Remote, Part-Time)

Summary: Elevate Financial Planning and Wealth Management is focused on building a client base in financial advising. The intern will help drive top-of-funnel growth through prospecting, outreach, and appointment setting while shadowing advisors to learn the advisory process. Responsibilities: - Set qualified meetings for advisors via phone, email, and social/professional platforms - Prospect and nurture leads: research targets, craft outreach, follow up, and manage pipelines - Learn client acquisition: scripts, objection handling, discovery frameworks, and referral tactics - Maintain the CRM: log activities, track stages, and report weekly KPIs (meetings set, show rate, pipeline value) - Shadow client meetings and assist with prep/follow-ups (notes, summaries, next steps) - Support basic plan prep and light analytics as needed (e.g., organizing account info, compiling reports) Required Qualifications: - Strong communicator (written + verbal) with a friendly, professional phone presence - Organized and metrics-driven; comfortable owning weekly targets - Self-starter who can work independently in a remote setting - Pursuing or completed a degree in Finance, Accounting, Business, or related field Preferred Qualifications: - Prior sales, fundraising, campus ambassador, or call-center experience is a plus - Familiarity with CRMs and basic finance concepts is helpful (we'll train you) Required Skills: CRM, Finance concepts