Financial Planning Specialist
1 month ago
Hantz Group, a leading financial services company in Michigan, is seeking a highly motivated and detail-oriented individual to join our team as a Planning Analyst Intern.
As a Planning Analyst Intern, you will be an integral part of our Family Office, working closely with our Financial Advisors to provide critical support in the funding process of customer accounts. Your responsibilities will include:
- Reviewing new business for accuracy and compliance
- Managing a case load of communications with Financial Advisors and Product Providers
- Studying for and obtaining Property & Casualty license
- Opportunities for growth through acquiring FINRA Securities Licenses
- Complying with all Industry Rules and Regulations
To be successful in this role, you will need to possess strong oral and written communication skills, effective time management skills, and the ability to work independently. You will also need to be proficient in Microsoft Office and have a strong analytical problem-solving skills.
Hantz Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.
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Financial Planning Specialist
1 week ago
Marquette, Michigan, United States Hantz Group Full timeJob OverviewAs a Financial Planning Specialist at Hantz Group, you will play a crucial role in helping individuals and businesses achieve their financial goals. Our team of experts provides a comprehensive range of services, including asset management, financial planning, and retirement strategies. We are committed to delivering exceptional results and...
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Tax Planning Specialist
1 week ago
Marquette, Michigan, United States Hantz Group Full timeJob OverviewHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our tax team, you will play a critical role in developing and implementing tax strategies for our clients.Key ResponsibilitiesAnalyze tax liabilities and develop strategies to minimize tax burdensPrepare and...
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Financial Planning Analyst
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