Financial Services Professional
1 week ago
Hantz Group is a reputable financial services company based in Michigan, providing expert guidance to individuals and businesses. We offer a comprehensive range of services tailored to each client's unique needs.
About the Role:
This exciting opportunity as a Planning Analyst Intern will provide you with hands-on experience in the financial services industry. Working closely with our experienced Financial Advisors, you will gain valuable insights into tax planning, insurance, and asset management.
Key Responsibilities:
- Liaise with Financial Advisors and Product Providers to ensure accurate and compliant transactions
- Manage daily communications, including phone calls and emails, to support the funding process of customer accounts
- Develop knowledge of property & casualty licenses and FINRA Securities Licenses
- Collaborate with the team to meet industry standards and regulations
- Perform other tasks as assigned by the team leader
Requirements:
- Pursuing a Bachelor's Degree in a related field
- Strong interest in pursuing a career in financial services
- Availability to work 20-25 hours per week
- Excellent communication and analytical skills
- Ability to manage time effectively and work independently
- Proficient in Microsoft Office
Estimated Salary Range:$45,000 - $60,000 per year, based on location and experience.
What We Offer:
- Opportunities for growth and professional development
- Collaborative and dynamic work environment
- Flexible working hours to balance work and education
We are an Equal Opportunity Employer:
We do 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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