Financial Planning Specialist

1 week ago


Panama City, Florida, United States Hantz Group Full time
Job Opportunity at Hantz Group

Hantz Group, a Michigan-based financial company, 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 integrated into our Family Office, working closely with our Financial Advisors to gain valuable hands-on experience in the financial services industry.

Key Responsibilities:
  • Act as a liaison between Financial Advisors and Product Providers to ensure accurate and compliant transactions.
  • Manage a caseload of communications, including phone calls and emails, to provide critical support in the funding process of customer accounts.
  • Study for and obtain a Property & Casualty license, with opportunities for growth through acquiring FINRA Securities Licenses.
  • 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.
  • 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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