Financial Services Associate

2 weeks ago


Abilene, Texas, United States Hantz Group Full time

Hantz Group is a dynamic financial services company based in Michigan, seeking a skilled Planning Analyst Intern to join our team.

As a Planning Analyst Intern, you will be an integral part of our Family Office, working closely with Financial Advisors to broaden your knowledge of the financial services industry.

The role offers valuable hands-on experience, flexible working hours, and opportunities for growth through acquiring FINRA Securities Licenses.

Key responsibilities include:

  • Working as a liaison between Financial Advisors and Product Providers
  • Daily review of new business for accuracy and compliance
  • Managing case loads of communications to provide critical support in funding customer accounts
  • Studying for and obtaining Property & Casualty license
  • Assisting with all other tasks assigned

In order to succeed in this role, you should have:

  • 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

We offer a competitive salary of $55,000 per year, making this a great opportunity for students looking to gain real-world experience in the financial industry.



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