Wealth Management Marketing Intern

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in Honolulu, HI
Remote
Internship
Fintech • Financial Services
High-touch wealth management meets modern technology
The Role
The Wealth Management Marketing Intern will assist with online lead generation, content creation for social media, and conducting market research to support wealth management efforts targeting nonprofits. This role involves engaging with potential clients, tracking campaign performance, and gaining practical experience in marketing within the financial services industry.
Summary Generated by Built In
Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role 

We're seeking an ambitious Marketing Intern to drive our expansion into the nonprofit endowment and foundation sector. This role offers current undergraduate business students hands-on experience in wealth management marketing, lead generation, and client engagement.

Your Impact 

  • Online Lead Generation:
    • Use platforms like LinkedIn and other professional networking tools to identify and engage with potential clients in the nonprofit sector.
    • Research and compile a database of nonprofit endowment prospects, including contact information and relevant organizational details.
  • Content Creation and Engagement:
    • Assist in creating and scheduling posts on social media platforms to enhance our online presence.
    • Develop personalized outreach messages to connect with potential clients.
  • Market Research:
    • Analyze trends within the nonprofit endowment space to identify potential opportunities for engagement.
    • Monitor competitor activities and provide insights to inform marketing strategies.
  • Administrative Support:
    • Track and report on the performance of marketing campaigns.

The Ideal Match 

  • Current enrollment in an undergraduate business program
  • Demonstrated interest in wealth management and financial services
  • Strong proficiency with LinkedIn and professional networking platforms
  • Exceptional written and verbal communication skills
  • Outstanding organizational abilities and attention to detail

Bonus Points

  • Experience with marketing analytics tools
  • Understanding of nonprofit sector dynamics
  • Previous internship experience in financial services or marketing

Why Join Us

  • Hands-on experience in a professional wealth management environment.
  • Mentorship and learning opportunities tailored to your career goals.
  • Flexible working hours to accommodate your academic schedule.
  • Work alongside some of the brightest minds in fintech

Ready to disrupt wealth management? Let's talk!

The Company
HQ: New York, NY
205 Employees
Hybrid Workplace
Year Founded: 2019

What We Do

Farther is the first to offer both the guidance of an experienced advisor and an elegant, easy-to-use platform – for a truly comprehensive approach to managing significant wealth.

"We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients." - Farther Co-Founders, Brad Genser & Taylor Matthews

Why Work With Us

At Farther, we're reinventing wealth management by uniting cutting-edge technology with transparent financial advice. Our advisors are freed from product-pushing mandates to focus on what matters: building authentic client relationships. Join our team to work with industry veterans who share a vision of transforming finance through innovation and i

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