CPT Business Office Associate Jobs
Business Office Associate roles combine administrative coordination, billing support, and records management, functions that map directly to business administration and healthcare management curricula. CPT authorization for this title requires your DSO to confirm the work is an integral part of your enrolled program, so secure your I-20 endorsement before your start date.
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Get Access To All JobsAbout the Internship:
- Duration of Internship: 12 months
- Title: Business Development Intern
- Location: Remote
- Paid internship working approximately 20-30 hours per week, flexible with school schedule.
Summary
We are looking for a Business Development Intern to join our team! This is a 12-month paid, fully remote, internship where you will provide administrative and prospecting support to the Business Development team, with a primary focus on advisor research, outreach preparation, and appointment scheduling. This role offers hands‑on exposure to advisor recruiting, relationship development, and professional services business growth.
You will work closely with Business Development Directors (BDD) and firm team members, participating in prospecting activities and business development initiatives, while building a strong foundation in financial services. This role is ideal for candidates motivated by networking, mentorship, and long‑term career growth.
Key Responsibilities
- Assist with advisor prospecting and list building using approved databases and LinkedIn
- Support outreach preparation, including tracking responses and maintaining prospect notes
- Schedule and confirm appointments for introductory advisor conversations
- Maintain accurate records of activity in tracking tools and spreadsheets
- Conduct basic advisor research (firm affiliation, location, years in practice)
- Help organize follow‑up workflows and ensure timely handoffs to the BDD
- Support special projects related to recruiting campaigns or events as needed
Qualifications
- Currently pursuing a Bachelor’s degree in Finance, Business, Economics, Marketing, or a related field; Junior or Senior standing preferred (or recent graduate).
- Strong interest in a career in wealth management or financial advising
- Strong organizational and communication skills
- Confident making outbound calls with working knowledge of LinkedIn, spreadsheets, and basic CRM or tracking systems
- Detail‑oriented and reliable with follow‑through
- Interest in business development, sales, finance, marketing, or professional services
- Ability to communicate professionally with advisors and internal stakeholders
Salary Range: $20 -$25 per hour
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
About the Internship:
- Duration of Internship: 12 months
- Title: Business Development Intern
- Location: Remote
- Paid internship working approximately 20-30 hours per week, flexible with school schedule.
Summary
We are looking for a Business Development Intern to join our team! This is a 12-month paid, fully remote, internship where you will provide administrative and prospecting support to the Business Development team, with a primary focus on advisor research, outreach preparation, and appointment scheduling. This role offers hands‑on exposure to advisor recruiting, relationship development, and professional services business growth.
You will work closely with Business Development Directors (BDD) and firm team members, participating in prospecting activities and business development initiatives, while building a strong foundation in financial services. This role is ideal for candidates motivated by networking, mentorship, and long‑term career growth.
Key Responsibilities
- Assist with advisor prospecting and list building using approved databases and LinkedIn
- Support outreach preparation, including tracking responses and maintaining prospect notes
- Schedule and confirm appointments for introductory advisor conversations
- Maintain accurate records of activity in tracking tools and spreadsheets
- Conduct basic advisor research (firm affiliation, location, years in practice)
- Help organize follow‑up workflows and ensure timely handoffs to the BDD
- Support special projects related to recruiting campaigns or events as needed
Qualifications
- Currently pursuing a Bachelor’s degree in Finance, Business, Economics, Marketing, or a related field; Junior or Senior standing preferred (or recent graduate).
- Strong interest in a career in wealth management or financial advising
- Strong organizational and communication skills
- Confident making outbound calls with working knowledge of LinkedIn, spreadsheets, and basic CRM or tracking systems
- Detail‑oriented and reliable with follow‑through
- Interest in business development, sales, finance, marketing, or professional services
- Ability to communicate professionally with advisors and internal stakeholders
Salary Range: $20 -$25 per hour
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
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Get Access To All JobsBusiness Office Associate CPT: Frequently Asked Questions
Does a Business Office Associate role qualify for CPT authorization?
CPT eligibility depends on your program, not just the job title. A Business Office Associate role typically qualifies for students in business administration, health information management, or healthcare management programs because the work involves administrative operations, billing coordination, and records functions covered in those curricula. Your DSO makes the final determination, and you'll need an offer letter before they can issue authorization on your I-20.
Can I work full-time as a Business Office Associate on CPT?
Yes, but the cumulative count matters. Full-time CPT is permitted only during breaks or if your program requires it, and using 12 or more months of full-time CPT eliminates your OPT eligibility after graduation. Part-time CPT, defined as under 20 hours per week, doesn't affect OPT regardless of duration. Confirm your current CPT balance with your DSO before accepting a full-time role.
What documents do I need before my Business Office Associate start date?
You need three things in place before day one: a CPT-endorsed I-20 from your DSO, a valid offer letter matching the dates on your I-20, and a completed Form I-9 with your employer. Your employer uses the I-20 and EAD-equivalent documentation to verify your authorization. Don't assume HR knows the CPT process; bring your I-20 and be prepared to explain that CPT is your work authorization category.
How do I find Business Office Associate positions that accept CPT students?
Search on Migrate Mate, which filters employers by work authorization history so you can identify offices that have hired F-1 students before. Medical groups, hospital systems, and large healthcare networks frequently post Business Office Associate roles and tend to have HR teams familiar with CPT and I-9 documentation, reducing friction at the offer stage.
Does CPT for a Business Office Associate role affect my future H-1B eligibility?
CPT itself doesn't affect H-1B visa eligibility, but the OPT impact does. If you use 12 or more months of full-time CPT, you lose OPT, which is the most common bridge to H-1B sponsorship after graduation. Part-time CPT has no effect on OPT. If you plan to pursue H-1B sponsorship, track your full-time CPT usage carefully throughout your program and discuss the tradeoff with your DSO before accepting extended assignments.