Financial Services Coordinator
4 weeks ago
Hantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented Planning Analyst Intern to join our team. As a Planning Analyst Intern, you will be integrated into our Family Office, working closely with our Financial Advisors to gain valuable hands-on experience in the financial services industry.
Key Responsibilities:
- Work as a liaison for Financial Advisors and Product Providers
- Manage a case load of communications, including phone calls and emails, 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
Hantz Group is an equal opportunity employer and does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
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