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
Speech Language Pathologist (Secondary) 2026-2027
Job Description Job Description High School Speech Language Pathologist 2026-2027 School Year AnthroMed's partner school in the Brighton Area is looking for a full-time Speech-Language Patho…
Account Manager - State Farm Agent Team Member
Job Description Job Description Join our team at Sean Shewalter - State Farm as we seek a dedicated individual to serve as a State Farm agent team member in Michigan. As a US Navy veteran and an …
CAM Programmer
The candidate in this role will utilize various 3D modeling, surfacing techniques and 2D data to modify and extract data from existing geometry in order to produce CNC toolpaths for 3 or 5-axis millin…
Administrative Assistant
Job Description Job Description Administrative Assistant – Support the Team Powering the Midwest's Infrastructure Job Overview Company: Lake Erie Electric of Michigan. Salary/Pay Rate:…
Sous Chef
Job Description Job Description Benefits/Perks Flexible Scheduling Competitive Compensation Career Advancement Opportunities Job Summary We are seeking a talented Sous Chef to jo…
Finance Lead
Job Description Job Description Our client is a fast-growing, technology-forward service company based in Farmington, Michigan. They specialize in delivering efficient, high-touch solutions to bu…
Crew Lead - Monster Tree Service of Grand Rapids
So, what sets Monster Tree Service apart from other employers? State-of-the-art equipment, true love and commitment to the environment, superb customer service, dynamic work ethic, a unique philosoph…
SVP Commercial Banking Group Manager
Job Description Job Description Be Proud. Be You. Be Independent! Are you an experienced Commercial Banker with formal Credit training looking to advance in your career? If so, we need you!…
Behavioral Health Therapist
Job Description Job Description Family Service & Children’s Aid is Hiring Multiple Behavioral Health Therapists: Looking for new to the field and seasoned mental health, substance use and trau…
Case Manager, Runaway and Homeless Youth
Summary: The Case Manager is an at will position that reports to the Manager of Youth and Family Counseling. This position will work within Lighthouse’s Runaway and Homeless Youth (RHY) programs serv…