Prospecting & Marketing Intern: CRM, Outreach & Growth

Stevens Foster Financial Advisors; BLOOMINGTON (MN); On-site; USD 25,000 - 34,000; Full time

Job summary

Stevens Foster Financial Advisors seeks a driven Sales & Marketing Intern to assist our business development team. You will support prospecting, email and phone outreach, CRM hygiene, and campaign execution that positions Stevens Foster with executives and high net worth families.

This hands-on role emphasizes execution and learning the end-to-end process of growth in a modern wealth management firm. Ideal for a student or early career professional, you will gain direct mentorship, contribute to

Qualifications

• Currently pursuing or recently completed degree in business, marketing, finance, or communications.
• Strong written and verbal communication; able to draft professional emails and outbound calls.
• Highly organized, detail oriented, and reliable with follow-through.
• Familiarity with CRM and email marketing tools is a bonus.

Responsibilities

• Assist outbound prospecting via email and phone to targeted executives and referral contacts.
• Qualify prospects based on financial complexity, planning needs, and fit with the firm’s service model.
• Schedule discovery meetings and coordinate handoffs to advisors or leadership.
• Build and maintain prospect lists aligned with the firm’s ideal client profile.
• Conduct light research on prospects and target companies to inform outreach.
• Track outreach activity and schedule qualified conversations for the team.

Skills

Prospecting

Email outreach

Phone outreach

CRM proficiency

Microsoft Office

Communication skills

Discretion

Education

Business/Marketing/Finance/Communications degree

Tools

Redtail CRM

Email marketing tools

Job description

Stevens Foster Financial Advisors seeks a driven Sales & Marketing Intern to assist our business development team. You will support prospecting, email and phone outreach, CRM hygiene, and campaign execution that positions Stevens Foster with executives and high net worth families.

This hands-on role emphasizes execution and learning the end-to-end process of growth in a modern wealth management firm. Ideal for a student or early career professional, you will gain direct mentorship, contribute to