Make high-volume outbound calls to financial advisors across our partner RIA network who have never registered with or referred a client to NetLaw
Open conversations by helping advisors understand how estate planning fits into their practice — as a client retention tool, a prospecting differentiator, and a service they can offer without adding operational complexity
Qualify advisor interest and set up demos with a Senior Relationship Manager or the Director of Relationship Management
Execute email outreach cadences to complement call efforts, following approved messaging frameworks
Research advisor backgrounds and firm affiliations ahead of calls to personalize the conversation and lead with relevance
Log every outreach touchpoint, conversation outcome, and follow-up commitment in HubSpot with accuracy and consistency
Maintain clean, current records for advisor contacts — engagement status, objections, next steps, and handoff notes for the Relationship Management team
Track demo pipeline from first contact through confirmed scheduling, and flag advisors who go dark after initial interest
Follow up with newly registered advisors who have not completed onboarding milestones, using approved messaging templates
Help coordinate scheduling for advisor orientation calls, platform walkthroughs, and attorney-advisor introductions
Track onboarding milestone completion across cohorts and flag advisors who are not progressing toward a first referral
Prepare call lists, organize outreach queues, and help the team stay on top of follow-up commitments
Take notes and document action items from internal team calls and partner check-ins
Support the preparation of advisor-facing materials, communication templates, and reference guides
Assist with special projects as they arise — recognition program logistics, webinar coordination, and content support
Requirements
Rising senior or recent graduate in Business, Finance, Communications, or a related field
Prior internship or work experience at a financial advisory firm, RIA, broker-dealer, or financial services company is strongly preferred
Familiarity with the CFP curriculum or demonstrated interest in financial planning is a plus
Experience with HubSpot or a similar CRM is a plus; comfort making and logging outbound calls is expected
Benefits
Paid internship with competitive compensation
Direct mentorship from the Director of Relationship Management with visibility to senior leadership
Hands-on exposure to enterprise RIA relationships and wealth management partnerships
Real deliverables and real impact — the demos you set will directly drive advisor activation and revenue
A front-row seat to building a category-defining function at a high-growth, PE-backed company
Potential to grow into a full-time role for the right candidate