About the role
Business Development Intern Pointer Wealth is a growing wealth management firm serving four core groups: White-collar executives in blue-collar industries Retirees and near-retirees Physicians Professionals in private equity and finance We're looking for a motivated, outgoing student or early-career professional who wants real-world experience in business development, sales, client engagement, and financial services. The
Role This is not a traditional internship where you'll sit on the sidelines. As a Business Development Intern , you'll help build relationships and create opportunities for our advisory team. Your job is to identify potential prospects, start conversations, qualify interest, and maintain ongoing communication with future clients.
Your goal is to help build and maintain a strong pipeline of opportunities for the firm. Rather than pushing for meetings on every call, you'll provide value through educational content, market insights, and planning topics that create meaningful reasons to stay connected with prospective clients over time. Qualified opportunities are handed off to our advisors, who lead the planning and client relationship process.
What You'll Do Research and identify prospective clients within our target markets Conduct outbound outreach through phone calls, referrals, networking efforts, and other prospecting activities Start conversations and learn about a prospect's situation and level of interest Manage prospects through our pipeline framework: Green: Open to a conversation Yellow: Interested in the future Red: Not interested Blue: Active opportunity owned by an advisor Follow a consistent outreach and follow-up process Share educational content and planning topics with prospective clients throughout the year Maintain accurate notes and updates in our CRM Coordinate smooth handoffs to advisors when prospects are ready for a planning conversation Participate in team meetings, coaching sessions, and advisor discussions What You'll Learn This internship provides direct exposure to: Business development and relationship-building Professional communication and prospecting Wealth management and financial planning Lead qualification and pipeline management CRM systems and sales processes Client psychology and decision-making Advisor-client meeting preparation and follow-up You'll gain experience typically found in sales development, financial services business development, and client acquisition roles. Who Does Well Here Naturally curious and comfortable talking with new people Strong communicator with confidence on the phone Organized and detail-oriented Coachable and eager to develop professionally Consistent and self-motivated Comfortable hearing "not right now" and following up professionally Interested in business, finance, sales, entrepreneurship, or relationship management Looking for hands-on experience instead of a passive internship
Preferred Qualifications Current college student or recent graduate Pursuing studies in business, finance, economics, communications, marketing, or a related field Previous customer service, sales, leadership, athletics, or campus involvement is a plus No prior financial services experience required What You Get Paid internship Direct mentorship from financial advisors and firm leadership Professional sales and communication training Exposure to high-net-worth client relationships and financial planning Networking opportunities within the financial services industry Real responsibility and measurable impact on firm growth Potential pathway into future full-time opportunities with Pointer Wealth Work Location Hybrid remote in Dallas, TX 75225 Pay: $25.25 - $30.41 per hour Benefits: Paid time off Work Location: In person