Planning Analyst - Intern
- Asset Management
- Financial Planning and Retirement
- Insurance
- Tax Strategy and Planning
- Cash Flow Analysis
- Debt Strategies
- Estate Planning
- Property and Casualty Insurance
Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. As a Planning Analyst Intern, you will be integrated into the Family Office. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client’s overall financial health. Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree. Essential Job Functions:
- 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
- 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
Recommended Jobs
Support Center Commissioning Technician
About Us We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. W…
Home Base Therapist
Master Level Home Based Therapist Are you looking for a truly flexible work environment? PCC recognizes that you may have to transport your kids to and from school, or stay home with a sick child.…
Business Services Coordinator
Deadline: April 1, 2026 District/Organization: Tecumseh Public Schools Position/Type: Central Office – 1st Line Admin, full time Salary: $75,000-$89,000 Position Details …
Insurance Account Representative
Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. An acti…
Senior Drug Rebate Analyst - Remote
At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build …
Senior E-Discovery Application Administrator II
Job Description Job Description Senior E-Discovery Application Administrator II Employment Type: Full-Time, Experienced Department: Legal Services CGS is seeking a dedicated worker with …
Internal Client Care Coordinator
Job Title: Internal Client Care Coordinator Reports To: General Manager Location: Burton, MI Position Summary: The Internal Client Care Coordinator plays a vital role in ensuring exceptiona…
Employment Specialist
*Staff positions are supportive roles providing support to our rehabilitation mission. Applicants for staff positions do not need to have a barrier to employment to be eligible for these roles.* *To…
Administrative Assistant
Job Title: Administrative Assistant – Product Development Support Location: Wyoming, MI 1st Shift - $20-23/hr Job Overview We are seeking a detail-oriented and proactive Administrative A…