Planning Analyst Intern
Part-timeSault Ste. Marie, MIPart-timePosted 7mo agoSeen in employer's feed 5 days ago
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Job overview
Hantz Group is hiring a Planning Analyst Intern. Hantz Group, a Michigan-based financial company managing over $11B+ in assets, seeks a Planning Analyst Intern. This role integrates into the Family Office, working closely with Financial Advisors to broaden knowledge in financial services, tax planning, and insurance. The intern will gain valuable hands-on experience while pursuing their degree, with flexible working hours.
Key focus areas include Work as a Liaison for Financial Advisors and Product Providers, Daily review new business for accuracy and compliance, and Follow up with Product Providers and Financial Advisors to complete transactions.
Successful candidates bring Bachelor's Degree and 20-25 Hours Weekly. Important skills include Oral Communication, Communication, Time Management, Work Independently, Detail Oriented, and Analytical Problem Solving.
Skills & qualifications
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Full job description
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:
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Asset Management
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Financial Planning and Retirement
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Insurance
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Tax Strategy and Planning
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Cash Flow Analysis
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Debt Strategies
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Estate Planning
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Property and Casualty Insurance
The Holistic Approach to Financial Planning
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:
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Work as a Liaison for Financial Advisors and Product Providers
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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
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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
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Studying for and obtaining Property & Casualty license
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Opportunities for growth through acquiring FINRA Securities Licenses available
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Comply with all Industry Rules and Regulations
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All other tasks as assigned
Education/Knowledge & Skills:
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Pursuing a Bachelor’s Degree
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Interest in pursuing a career in financial services
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Availability to work 20-25 hours a week
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Strong oral and written communication skills
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Effective time management skills and able to work independently
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Detail oriented and strong analytical problem solving skills
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Ability to complete industry licensing
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Ability to use constructive criticism to positively influence work
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Proficient in Microsoft Office
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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