Create a “Blitz” Marketing Campaign for Private Wealth Management Company

Internship Program Synopsis

WealthBridge Financial is small business that aims to help CPAs, Real Estate Professionals, and Medical Professionals with their wealth management and retirement strategy. If you’re interested in the world of finance, this opportunity is for you! Throughout this program, you’ll be working directly with Peter Lichtenberg, a private wealth manager with over 30 years of experience. His hope is to leverage you and your team to build out a “blitz-style” marketing campaign to aid with brand recognition and customer adoption. After learning about the businesses core offerings, Peter expects that you’ll be able to assemble a strategic marketing plan, including target audience profiles and a marketing strategy so you can begin to test out the best ways for WealthBridge to acquire new customers.

VIP Info & Engagement Details

CompanyWealthBridge Financial Group
Engagement FormatCollaboration
Commitment LevelPart-Time
Opportunity TypePaid
Compensation$300 to complete the program
Hiring Potentials
  • Formal Internship
  • Entry Level Full-Time
Duration5.9 Weeks (10/12/2021 - 11/22/2021)
Number of Student Teams Needed1
Number of Interns per Team3

Industry Mentors

Champion

Peter Lichtenberg 

[email protected]

Relevant Topics

Account Management

Marketing

Reporting, Financial Planning & Analysis

Sales & Business Development

Program Timeline

  • September 8, 2021 - Applications Open!

    Candidates can begin applying for the Fall internship program!


  • September 30, 2021 - Deadline to Complete Case Assessment


  • October 6, 2021 - Participants Finalized


  • October 12, 2021 - Program Kickoff

    Intern Program Kickoff – Let’s kick off the project and ensure alignment on timeline, milestones, goals, and objectives


  • November 22, 2021 - Program End Date

    Intern Program Conclusion – Final presentations and deliverables due!


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