Intern - Marketing and Financial Services
Design Financial Plan
Company Description
Design Financial Plan is a small firm that provides financial planning, investment management, life insurance and brokerage services. We help clients build and protect wealth through customized, client-centered strategies. Interns get hands-on exposure to how a financial services practice runs, including the regulations that govern it.
Role Description
This paid internship is a hands-on marketing role for someone who wants real ownership. You'll help launch and grow a new brand — shaping its social media presence, content and campaigns, and seeing how your work drives results. It's an ideal fit for a marketing student who wants portfolio-worthy work, not busywork.
Responsibilities
- Help plan and carry out marketing campaigns across social media, the web and traditional channels
- Draft content (posts, graphics, articles, email) for advisor and compliance review
- Do market research on our target audiences and local competitors
- Track campaign performance and report on results and insights
- Respond to inquiries and help schedule meetings between prospective clients and our advisors
- Provide administrative and clerical support for client service
Qualifications
- Currently pursuing or recently completed a degree in Marketing, Communications, Business or a related field
- At least one completed college course in marketing
- Strong written communication and customer service skills
- Interest in marketing, finance and financial services
- Experience using AI tools for content, research or analysis
- Proficiency with Microsoft Office or similar tools (spreadsheets, presentations)
- Self-starter who can work independently and take initiative
- Strong attention to detail, reliability and discretion with confidential information
- Good time management and the ability to learn new concepts quickly
- Must be able to pass a FINRA background check and fingerprinting
- Interest in becoming a Financial Advisor is a plus
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Vacancy posted 9 days ago
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