Field Development Intern- Summer 2027

Stifel • St. Louis, MO

8d

About The Position

The Field Development Intern supports the Field Development team’s initiatives to enhance the firm’s growth strategies and develop future Financial Advisors. The internship offers hands-on experience working closely with the Director of Field Development, Regional Directors, and Branch Managers. The intern contributes to recruitment and onboarding, training coordination, and tracking production metrics for new Financial Advisors.

Requirements

• Strong interest in finance, business management, or a related field.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work effectively with team members at various levels within the firm.
• Analytical mindset and ability to interpret data.
• High school diploma or equivalent.
• Pursuing a bachelor’s degree in Business Administration or a related field.
• Proficiency in Microsoft Word and Excel.

Responsibilities

• Assist with coordinating in-person and virtual training events for new Financial Advisors.
• Track Financial Advisors’ progress through the training program, maintaining current production metrics and training milestones.
• Help prepare offer letters and onboarding materials for newly hired Financial Advisor Trainees.
• Organize and schedule regular training and progress update calls.
• Collaborate with the Field Development team to deliver communications to branch managers, Financial Advisor Trainees, and regional directors.
• Assist with data entry, report generation, and analysis of Financial Advisor performance data.
• Support ad hoc projects to improve the Financial Advisor training program and hiring process.

Benefits

• Health, dental, and vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: High school or GED