Planning Analyst - Intern

About the role

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

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

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

Qualifications

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Skills

• None specified

Benefits

• Flexible working hours

Pay

• N/A

Schedule

• N/A

Requirements

• None specified

Skills

• None specified