Careers at Lions Gate Wealth Management
We are looking for a summer intern who can assist our team with a variety of business functions. We believe that we can offer a well-rounded, “real life” experience, for someone who is interested in financial planning, marketing, finance, investments, relationship building, and general business activities. This internship is paid.
Preferred major/GPA: Any appropriate discipline is acceptable.
GPA minimum requirement is : 3.0
Requirements: We would require that he candidate understand the need for maintaining confidentiality, and be able to work with sensitive information, is self-confident, detail-oriented, well-spoken, and possess intermediate-level computer skills.
- Assist the Wealth Advisory team with outreach to prospective and existing clients.
- Support basic telephone functions that would include answering in-coming calls and routing clients calls appropriately.
- Assist team with the “New Client Process”, including but not limited to, completing research activities, documenting interactions with clients using CRM system, merging client profiles using CRM system, updating the Master Client List and other projects or activities as determined by the Wealth Management Team.
- Shadowing the Wealth Advisor on client appointments, assisting team in follow-up paperwork, as well as generating and completing client correspondence.
Direct Supervisor: Lori J. Daff-Siggins
Hours of Operation: 8am-4:30pm
Internship Dates: June – August = 12 weeks annually
Security Procedures: Intern must go through the normal employee new hire process with includes fingerprinting and background check.
Dress code: Professional Business Attire
1000 Stonewood Drive | Suite 101 | Wexford PA 15090 | Office: 724-918-4400 | Toll Free: 855-233-0756 | Fax: 866-311-3410
208 Conewango Avenue | Warren PA 16365 | Office: 814-230-9242 | Toll Free: 855-233-0756 | Fax: 866-311-3410
Resume and Cover Letter should be directed to: Deborah L. Daff-Siggins between January and March.
Financial Advisors Looking to Grow
We are interested in acquiring practices in the Wexford, PA area. If you have a practice and are considering retirement but are in need of a succession plan, or have a book of business and are looking to join a growing advisory practice, we want to talk with you!