Wealth Management Intern

About Lion Street:
Lion Street is a national network of elite firms and financial professionals serving high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management and financial planning solutions.

About Our Internship Program:

Lion Street’s Pride Builders Program is an internship program focused on building critical skills and real-world experience necessary for a post-graduate career. Our interns will learn the ins and outs of the life insurance and wealth management industry while making meaningful contributions as you immerse yourself in our business and develop a supportive network. Our internship program is flexible with school hours but requires a minimum of 20 hours per week to keep up with projects.

About the role:

We are seeking a motivated Wealth Management Intern to join our team and assist in various projects that are essential to our Broker Dealer. This is an excellent opportunity to gain hands on experience in finance and wealth management while contributing to the success of Lion Street.

Key Responsibilities:

• Assist with the organization of incoming mail with the goal of moving to electronic notifications only.
• Assist with the maintaining of daily/monthly surveillance reports which include the review and investigation of historical trading activity, AML surveillance.
• Assist with operational support.
• Act as office assistant to coordinate calendars/meetings of CEO, CCO, COO and insure office runs smoothly.
• Compose and prepare correspondence to ensure prompt and appropriate responses.
• Ensure continuous workflow distribution to appropriate areas and initiate follow-up action as necessary.
• May be asked to answer, screen, and direct incoming calls and correspondence.
• Receive and review daily mail and immediately respond to issues/requests.
• Gather, summarize, and analyze data.
• Prepare special reports as needed.
• Other duties and responsibilities as assigned.

Qualifications:

• Currently pursuing a degree in Finance, Business, or a related field.
• Strong attention to detail.
• Proficiency in data entry.
• Strong technical skills in Microsoft Office, including PowerPoint, Word, and Excel.
• Excellent communication and interpersonal skills.
• Self-motivated with a proactive attitude and a willingness to learn.
• Ability to work onsite in our office located in Downtown Austin.

What we offer:

• Hands-on experience in finance and wealth management while learning from industry experts.
• Exposure to a variety of projects.
• An engaging and collaborative work environment.
• Unlimited snacks and drinks.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.