Sales & Marketing Internship

Role Summary

We are seeking a motivated Sales & Marketing Intern to support the business development team in building and running the firm's prospecting engine. This role is hands-on and execution focused: you will help identify prospects, execute email and phone outreach, keep the CRM clean, and support the campaigns that put Stevens Foster in front of executives and high net worth families. It is an ideal role for a student or early career professional who wants exposure to how a modern wealth management firm generates growth — from list building and messaging through pipeline tracking and conversion.

Key Responsibilities

Prospecting & Outreach Support

• Assist the sales team with outbound prospecting via email and phone to targeted executives, professionals, and referral contacts.

• Qualify prospects based on established criteria such as financial complexity, planning needs, and fit with the firm’s service model.
• Schedule discovery meetings and coordinate smooth handoffs to advisors or firm leadership.

• Help build and maintain prospect lists aligned to the firm's ideal client profile.
• Conduct light research on prospects and target companies to inform relevant, timely outreach.
• Track outreach activity, responses, and follow ups, and schedule qualified conversations for the business development team.

CRM & Pipeline Support

• Maintain accurate records in Redtail CRM, including contacts, activities, notes, and pipeline stages.
• Support data hygiene: deduplicate records, update contact information, and log outreach consistently.
• Help produce simple activity and pipeline reports for the sales team.

Marketing Support

• Support content and campaign logistics: scheduling, formatting, and coordinating compliance review before anything goes out.
• Participate in internal meetings to provide insights from prospect interactions and inform outreach strategy. 

Qualifications

• Currently pursuing or recently completed a degree in business, marketing, finance, communications, or a related field.
• Strong written and verbal communication skills; comfortable drafting professional emails and making outbound calls.
• Highly organized, detail oriented, and reliable with follow through.
• Comfortable with Microsoft Office; familiarity with a CRM (Redtail a plus, not required) and email marketing tools is a bonus.
• Genuine interest in wealth management, financial services, or sales and marketing.
• Professional, coachable, and discreet with confidential client information.

What You'll Gain

• Direct mentorship from an experienced business development and marketing leader.
• Real exposure to prospecting, CRM operations, and marketing execution in an executive focused RIA.
• A portfolio of work — outreach campaigns, CRM workflows, and reporting — you can point to in your career.

Equal Employment Opportunity
Stevens, Foster Financial Advisors is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, creed, religion, national origin, sex, pregnancy, gender identity or expression, sexual orientation, marital status, disability, age, veteran status, status with regard to public assistance, or any other characteristic protected by federal, state, or local law.

About Stevens Foster

Stevens Foster Financial Advisors is a Registered Investment Advisor (RIA) providing integrated financial planning, investment management, and tax strategy services to corporate executives and high net worth families with complex financial needs. Since 1988, we have delivered objective, personalized guidance as fiduciaries—always acting in our clients’ best interests.

Our team operates within a highly regulated environment, emphasizing precision, discretion, and thoughtful coordination across all aspects of a client’s financial life. We build long term relationships through high quality service, clear communication, and a disciplined, holistic approach to wealth management.