Planning Analyst - Intern
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Hantz Group. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice.
Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Areas Of Focus- Asset Management
- Financial Planning and Retirement
- Insurance
- Tax Strategy and Planning
- Cash Flow Analysis
- Debt Strategies
- Estate Planning
- Property and Casualty Insurance
- 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
Cloud & Infrastructure - FinOps -Senior Associate Save for Later Remove job
At PwC, our people in infrastructure focus on designing and implementing robust, secure IT systems that support business operations. They enable the smooth functioning of networks, servers, and dat…
Process Engineer
The Opportunity The Process Engineer provides technical support to refinery operations at our Wyoming refinery. The role involves a variety of projects and assignments, including design modification…
Accounting Manager
Job Description Job Description Allegra Marketing Print Mail in Plymouth, Michigan, is a full-service commercial printer serving local, regional, and national clients. We are seeking an exp…
Journeyman Electrician
**Up to a $10,000 Signing Bonus for qualified candidates!** Are you a licensed Journeyman Electrician looking for a rewarding career in West Michigan? Service Professor, the area’s premier HVAC, P…
Certified Turf and Ornamental Health Technician (Landscaping)
Turf Masters Lawn & Landscape is seeking a professional, dedicated, self-motivated, Certified Turf and Ornamental Health Technician to join our team. We value teamwork, safety, and growth. This role i…
Retail Account Merchandiser
Job Description Job Description Excell Marketing is seeking a part-time Retail Account Merchandiser to work in our retail locations in Marquette, MI and Escanaba, MI. This position will have yo…
Delivery driver
Gordon Food Service Store LLC Location: 34300 S Gratiot Ave, Clinton Township, MI, 48035-3538 Now Hiring! Weekly Pay! Store Hours - Monday through Saturday 7AM-8PM; Sunday 9AM-6PM Holidays Of…
Licensed Practical Nurse ( LPN ) Night
Are you a compassionate Licensed Practical Nurse ( LPN ) or Licensed Vocational Nurse ( LVN ) looking for a fulfilling role in a supportive environment? Do you want to work where your contributions a…
Travel Nurse Clinical Instructor, USA
*** Must be willing to travel up to 100% of the time to various locations within the US during the clinical rotations. This is not a state specific travel position; assignments can be located in any o…
Care processor
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of …