Wealth Management Business Development Intern

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 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