What are the responsibilities and job description for the Junior Financial Advisor position at Hantz Group?
Key Responsibilities
- Work as a liaison for Financial Advisors and Product Providers to ensure accurate and compliant transactions
- Daily review of new business for accuracy and compliance, then follow up with Product Providers and Financial Advisors to complete and settle transactions
- 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
- Ongoing training and education to expand your knowledge and skills in the financial services industry
- Comply with all Industry Rules and Regulations
- All other tasks as assigned
