Duration: 12 weeks or 180 Hours
Start Date: Estimated: September 8th, 2026
Location: In Office, Hoboken, NJ (must be able to commute)
Compensation: Academic Credit/Travel Expense
Company Overview:
Breakaway Wealth Management, Powered by LPL Financial, is a prominent wealth management firm committed to providing tailored financial solutions to high-net-worth individuals and families. With a team of seasoned professionals, we are dedicated to helping our clients secure their financial future and achieve their goals.
Position Overview:
We are seeking highly motivated and ambitious Wealth Management Business Development Interns to enroll in our program. This sales internship presents an exciting opportunity to work closely with experienced professionals in the wealth management industry and contribute to the growth of our client base. You will focus on new business development strategies to attract high-net-worth clients.
You will learn the basics of personal financial planning and the various products and services associated. Interns will develop strong communication skills when engaging with prospective clients and gaining valuable experience in sales and marketing.
Additionally, you will be sponsored for the SEC SIE examination and Kaplan exam prep classes and study materials.
Responsibilities:
- Outbound proactive calling to warm and cold prospective clients.
- Assist in identifying potential high-net-worth clients and affluent prospects.
- Conduct market research to identify target demographics and industries.
- Collaborate with the team to develop and implement new business development strategies.
- Support prospect outreach and engagement through various communication channels.
- Create marketing materials and content to showcase our wealth management services.
- Maintain records of prospecting and outreach efforts.
- Learn about industry regulations and compliance in wealth management.
Qualifications:
- Strong command of the English language.
- Currently pursuing a Bachelor’s degree.
- Strong interest in wealth management, financial services sales, and new business development.
- Excellent communication and interpersonal skills.
- Self-driven, goal-oriented, and persistent in client outreach.
- Familiarity with marketing concepts and strategies.
- Basic knowledge of financial concepts and investment principles is a plus.
Benefits:
- Valuable hands-on experience in the wealth management industry.
- Mentorship and guidance from experienced professionals.
- Exposure to various client acquisition methods within the high-net-worth segment.
- Networking opportunities within the financial services sector.
- This program is unpaid and eligible for academic credit depending on the institution.
- SEC SIE Exam course through Kaplan and sponsorship for SIE Exam.
How to Apply:
If you are enthusiastic about new business development in the wealth management sector and eager to launch your career in this field, please submit your resume outlining your interest and qualifications for this internship.
Questions regarding the internship may be sent to:
Please follow our LinkedIn page for more information https://www.linkedin.com/company/breakaway-wealth-management
Breakaway Wealth Management is an equal-opportunity employer and welcomes applications from candidates of diverse backgrounds and experiences.
