Financial Services Analyst

3 days ago


Grandville, Michigan, United States Hantz Group Full time
Job Opportunity:

Hantz Group, a Michigan-based financial company, is seeking a Planning Analyst Intern to join their team. As a Planning Analyst Intern, you will be integrated into the Family Office, working closely with Financial Advisors to gain knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client's overall financial health. Our flexible working hours will allow you to gain valuable hands-on experience in the field while obtaining your degree.

Key Responsibilities:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews, then follow up with Product Providers and Financial Advisors to complete and settle transactions/business
  • Manage a case load of communications, including phone calls, and emails from Financial Advisors, and Product Providers 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
  • All other tasks as assigned
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 able to work independently
  • Detail oriented and strong analytical problem-solving skills
  • Ability to complete industry licensing
  • Ability to use constructive criticism to positively influence work
  • Proficient in Microsoft Office
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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