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 $11 billion in assets, have 20+ offices, and employ over 600 people. We offer tailored services across various disciplines, aiming to simplify complex financial matters for our clients.

Responsibilities

• 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
• Gain opportunities for growth through acquiring FINRA Securities Licenses
• Comply with all Industry Rules and Regulations
• Perform other tasks as assigned

Requirements

• 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 ability 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

Qualifications

The ideal candidate will have a strong academic background, particularly in finance or related fields, and a genuine interest in the financial services industry. Strong communication and organizational skills are essential, along with a proactive attitude towards learning and development.

Skills

• Excellent communication skills
• Strong organizational skills
• Attention to detail
• Problem-solving abilities
• Microsoft Office proficiency

Benefits

As a valued intern at Hantz Group, you will gain invaluable hands-on experience in the financial services industry. Our flexible schedule allows you to balance your studies with your internship, ensuring you can fully engage in your role.

Pay

Compensation details are confidential and will be shared during the interview process.

Schedule

Flexible working hours are provided to ensure you can balance your studies and internship effectively.

Company Information

Hantz Group is committed to creating a diverse and inclusive workplace. We do not discriminate based on race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. We have multiple offices throughout Michigan and northern Ohio, offering numerous opportunities for growth and development.

Application

Interested candidates should apply to this position only. For other opportunities or discussions about future roles, please contact us directly.