Financial Services Analyst Intern

7 days ago


Maumee, Ohio, United States Hantz Group Full time
About Hantz Group

Hantz Group is a leading financial services company in Michigan, serving individuals and businesses to achieve their financial goals. With over $11B+ in managed assets, 20+ offices, and 600+ employees, we offer tailored services to each client. Our team of experts work together to deliver superior outcomes for clients.

Job Description

We are seeking a Planning Analyst Intern to join our Family Office. As an intern, you will work closely with Financial Advisors, broadening your knowledge of the financial services industry and its impact on client's overall financial health. This role offers valuable hands-on experience while pursuing your degree.

Key Responsibilities:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business for accuracy and compliance
  • Manage a case load of communications to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
Requirements:
  • Pursuing a Bachelor's Degree
  • Interest in pursuing a career in financial services
  • Availability to work 20-25 hours a week
  • Strong oral and written communication skills
  • Effective time management skills and ability to work independently
  • Detail oriented and strong analytical problem solving skills
  • Ability to complete industry licensing
  • Proficient in Microsoft Office

The estimated salary for this position is $45,000 - $60,000 per year, depending on location and experience.



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