Intern - Midtown, NY

Janney Montgomery Scott LLC; New York (NY); On-site; USD 20,664 - 27,552; Full time

Job summary

Janney Montgomery Scott LLC is seeking a Business Development Intern to gain hands-on experience in client acquisition for wealth management. You will work with Financial Advisors and the business development team to identify prospective clients, build relationships, and generate new business opportunities through outreach and marketing efforts.

The role emphasizes learning the sales process, attending seminars and events, and supporting advisor growth while developing communication and

Qualifications

• 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.

Responsibilities

• Learn the wealth management sales process from prospecting through onboarding.
• Identify prospective clients and build relationships with them.
• Support growth initiatives through proactive outreach and marketing efforts.
• Assist with maintaining and expanding prospect pipelines using CRM systems.
• Schedule introductory meetings and qualify prospective clients via outbound calls.
• Gain exposure to financial planning and investment advisory services.

Skills

Sales

Prospecting

Communication

Outbound calls

Interpersonal skills

Education

BS/BA degree

Rising junior/senior preferred

Tools

Microsoft Office

CRM

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Business Development Intern will gain hands‑on experience in the client acquisition side of a wealth management practice. Working alongside Financial Advisors and the business development team, the intern will learn how to identify prospective clients, build relationships, generate new business opportunities, and support the firm's growth initiatives through proactive outreach and marketing efforts.

Goals And Objectives Of The Internship

• 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.
• Assist Financial Advisors with 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.
• Assist 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.

This position is based out of our New York, NY (Midtown) office.

Why work for us?

Janney is an award-winning full‑service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

The compensation package for this position consists of a base salary. The salary range for this position will be $17.00.

Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.