Hantz Group · 4 months ago
Planning Analyst - Intern
Midland, MI
Internship
Hybrid
InternHantz Group is a Michigan-based financial company that helps individuals and businesses achieve their financial goals. As a Planning Analyst Intern, you will work closely with Financial Advisors to gain hands-on experience in the financial services industry, focusing on areas such as asset management, financial planning, and compliance.
CrowdfundingFinanceFinancial Services
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
Qualification
Required
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
Benefits
Flexible working hours
Opportunities for growth through acquiring FINRA Securities Licenses
Company
Hantz Group
Hantz Group is a financial services company offering financial and investment services.
Founded in 1997
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Hantz
Founder
Recent News
2024-12-24
Company data provided by crunchbase