Summer Intern
Areas of Focus:
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At the Hantz Group we strive to live our mission of personal growth daily. You can expect our fast paced, ever changing environment to challenge you every day. You’ll have the opportunity to develop a network of motivated individuals all striving towards growth not only within the business, but in every aspect of their lives.
As an Intern, you will experience every area of our Family Office. This internship allows you the opportunity to explore various aspects of our company.
Essential Job Functions:
- Studying for and obtaining Property & Casualty license
- Develop and fine-tune presentation skills through a classroom setting
- Learning and presenting scripts revolving around an initial client meeting
- Assisting tax team with tax projections and gain knowledge around tax preparation
- Preparing portfolio analysis to be used in client meetings
- Gain knowledge on how to utilize company software as it relates to financial planning
- Beginning the client acquisition process through phoning activities
- Opportunities to sit in on various types of client meetings
- Attend weekly Lunch and Learns with various upper management personnel
- All other task assigned
Education/Knowledge & Skills:
- Pursuing a Bachelor’s Degree
- Strong oral and written communication skills
- Ability to manage time effectively and work independently
- Detail oriented and strong analytical problem solving skills
- Ability to take constructive criticism and adjust accordingly
- Proficient in Microsoft Office
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