About the role#
As a Planning Analyst Intern, you will join our Family Office to gain hands-on experience in the financial services industry. You will work alongside Financial Advisors to understand how tax planning and insurance contribute to a client's overall financial health. This role offers flexible hours to accommodate your degree program.
What you'll do#
- Act as a liaison between Financial Advisors and product providers.
- Review new business daily to ensure accuracy and compliance.
- Follow up with providers and advisors to settle transactions.
- Manage communications via phone and email to support the funding of customer accounts.
- Study for and obtain your Property and Casualty license.
- Comply with all industry rules and regulations.
What you'll need#
- Currently pursuing a Bachelor's degree.
- Interest in a career in financial services.
- Availability to work 20 to 25 hours per week.
- Strong oral and written communication skills.
- Ability to work independently and manage your time effectively.
- Attention to detail and analytical problem solving skills.
- Proficiency in Microsoft Office.
- Ability to use constructive criticism to improve your work.
Location & details#
- Location: Mount Pleasant, Michigan.
- Work modality: On-site.
- Term: Rolling.
- Paid internship.
About Hantz Group
Hantz Group is a financial services company based in Southfield, Michigan. Founded in 1998, the firm operates as a privately held organization with a team of nearly 300 employees. It provides a range of services including financial planning, tax strategy, insurance, estate planning, and asset management. The company uses a holistic approach to coordinate these services for individual clients.
How to get in at Hantz Group
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