Investment Advisory Internship

Investment Advisory Internship

Integrity Advisory located in Overland Park, KS is a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals.

We are currently seeking a paid intern who wants a career in the investment advisory industry.  This position requires a professional, goal-oriented person who is self-motivated and detail driven.  They must have strong verbal and written communications skills as well as persuasive and interpersonal skills. 

Responsibilities include, but are not limited to:

  • Exposure and training in all daily operations of the company including: portfolio management, all aspects of client services, etc.
  • Involvement in weekly staff meetings and strategic planning meetings
  • Participation in and preparation for client meetings
  • Create educational power point presentations that can be used in seminars and/or webinars
  • Research small account service models for implementation
  • Review of technology as it relates to CRM, financial planning and rebalancing tools/software
  • Review and analyze web-site using google analytics as well as analysis of social media for strategic marketing plan.       

 

Qualifications:

  • Bachelor’s degree in financial, accounting, or business field
  • Maintain high ethical standards/confidentiality at all time
  • Must be a self-starter and a problem solver
  • Must interact effectively with office staff and be a goal-oriented team player
  • Must demonstrate excellence in organizational and time management skills
  • Able to perform multiple tasks efficiently and accurately
  • Exceptional phone and client service skills, positive and upbeat attitude at all times

 

Benefits:

  • Career track available with opportunities for advancement
  • Mentorship and learning opportunities
  • Great working environment with professional growth opportunities
  • Position supported by strong client services team
  • We value staff input and are always open to innovative ideas

 

If you are interested in this intern position, please email your resume to info@integrity-advisory.com or call 913-897-2074 with questions.

We are an equal opportunity employer.  Selected candidate may be required to pass a drug test and background check.


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