Marketing Intern

Job Description: Do you want real marketing experience—not just busywork? Join a fast-growing, family-owned retirement planning firm where you’ll help shape how we attract clients, build relationships, and grow a brand people trust with their financial future. 

As a Marketing Intern, you’ll play a hands-on role in both marketing strategy and client engagement. You won’t be on the sidelines—you’ll work directly with decision-makers, contribute to growth initiatives, and see how marketing connects directly to business development in a small, scaling firm. 

At our firm, marketing isn’t just about attracting new prospects—it’s about building strong relationships with existing clients, creating exceptional experiences, and generating referrals through trust and long-term value. Key Responsibilities: 

• Assist in developing and executing marketing and client engagement strategies 

• Support prospecting efforts, including contributing to educational events, collateral creation and process implementation and prospect/client outreach 

• Help manage and nurture client relationships through follow-ups and ongoing communication 

• Contribute to outreach initiatives (email campaigns, event support, and networking efforts, social media engagement) 

• Assist in creating strategies to strengthen client relationships and encourage referrals 

• Conduct market research on target audiences and retirement planning trends 

• Assist in preparing prospect and client-facing materials and presentations 

• Track and analyze outreach effectiveness 

• Collaborate with leadership on growth and acquisition strategies 

Minimum Requirements: 

• Currently pursuing a degree in Marketing, Business, Communications, Psychology, Sociology or a related field 

• Strong interest in marketing, business development, or client engagement

• Excellent communication and interpersonal skills 

• Organized, detail-oriented, and able to manage multiple priorities 

• Self-starter with a willingness to take initiative and learn 

• Professional and comfortable interacting with clients or prospects Preferred Skills (not required, but a plus): 

• Interest in client-facing work, relationship management, or business development 

• Strong verbal communication and confidence in outreach or follow-up conversations

• Ability to build rapport and maintain professional relationships 

• Experience with prospecting, lead generation, or customer engagement (internships, campus orgs, or part-time roles) 

• Basic understanding of the sales/marketing funnel and client lifecycle 

• Familiarity with CRM tools, Windows 11, Microsoft Excel or willingness to learn 

What You’ll Gain: 

• Competitive hourly wage 

• Flexible schedule (approximately 20 hours per week to start) 

• Direct mentorship from experienced professionals 

• Hands-on experience in a small, rapidly growing firm where your ideas matter 

• Exposure to both marketing strategy and client development 

• Potential for full-time employment after graduation based on performance 

About Us: We are one of the fastest-growing retirement planning firms in Northeast Ohio. Our clients are treated like family, and our team culture is built on collaboration, trust, and growth. As we continue to scale, we’re looking for driven individuals who want to grow with us and play a meaningful role in our success.