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Marketing and Recruiting Intern

Lead Advisor
Closing date
Jul 29, 2024

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Job Role
Employment Type
Part Time
Experience Level
CFP® Certification
Not necessary

Lead Advisor, LLC is a consulting and search firm with a focus in wealth management. This internship opportunity is to work directly with our firm!

The Talent and CRM Intern is a multi-functional role that serves as the keeper to company processes involving candidate experience, operations, administrative/communications work and marketing.

Primary Responsibilities:

Keeping team members’ calendar filled with quality interviews through:

o Vetting resumes for proper qualifications

o Scheduling interviews on team members calendar

o Hitting target scheduling marks

Job Requisition Management

o Edit descriptions for new roles

o Post roles on our job board account sites

o Manage the budget for job board accounts

o Scheduling appropriate candidates on team member’s calendars with proper vetting and with urgency


o Complete outreach each day for a time sensitive sourcing projects

o Complete firm research and create spreadsheets for team members

o Find potential projects on our partner network that we should be working on

o CRM Management and Candidate Management

o Research and identify potential candidates based on background and experience for open positions


o Major data organization of our CRM database

o Ensure our CRM system is updated each day

o Ensure all systems and communications align with our CRM as the centerpiece

o CRM Management and Candidate Management

o Pull blog posts into website


o Student working towards an undergraduate degree in Marketing, Business, Finance or a related field

o Flexible and adaptable to work under deadlines and/or changing needs

o Excellent written and verbal communication skills

o Detailed oriented and quality focused


Location: Remote, but must be a Massachusetts resident

Part Time: 20-30 hours/week

Pay: $15.00 per hour

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