Planning Analyst - Intern

Around the Role

Hantz Group is a Michigan-based financial company that helps individuals and businesses achieve their financial goals. We manage over $11B+ of assets, have 20+ offices, and employ over 600 people. We offer tailored services and a collaborative team approach to ensure our clients’ financial needs are met.

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

Essential Job Functions

• Work as a Liaison for Financial Advisors and Product Providers
• Daily review of new business for accuracy and compliance, 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
• Study for and obtain Property & Casualty license
• Opportunities for growth through acquiring FINRA Securities Licenses available
• Comply with all Industry Rules and Regulations
• All other tasks as assigned

Education/Knowledge & Skills

• 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

About Hantz Group

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 offices 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.