Summer Internship |
Los Angeles ← Back
The HFG Group is a leading advisor on corporate 401(k) plans, profit sharing plans, defined benefit plans, etc. We partner with the best in class providers of administration and record keeping to ensure that our clients have the latest and best services for their employees, owners, and fiduciaries. We also assist our business clients by providing access to capital – loans or equity, and by providing long and short term succession planning.
Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by email, Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor (FA) or a member of the branch management team, Account administration & maintenance, Prospect for new business in addition to prospecting existing clients for new product and service offerings, Determine which clients are most appropriate to c...
No Experience Required