Financial Planning Specialist

5 days ago


Willoughby, Ohio, United States Hantz Group Full time
Job Opportunity

Hantz Group, a leading financial services 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 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

We are looking for a candidate with a strong academic background, excellent communication skills, and a passion for the financial services industry. If you are a team player with a keen eye for detail and a desire to learn and grow, we encourage you to apply.

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all individuals.

Apply now to take the first step in your career journey with Hantz Group.



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