About the role#
As a Planning Analyst Intern at Hantz Group, you will join our Family Office team to gain hands on experience in financial services. You will work alongside Financial Advisors to understand how insurance and tax planning impact client financial health. This role offers flexible hours to support your academic schedule while you build your professional foundation.
What you'll do#
- Act as a liaison between Financial Advisors and product providers.
- Review new business daily to ensure accuracy and compliance.
- Manage communications, including phone calls and emails, to support the funding of customer accounts.
- Study for and obtain your Property and Casualty license.
- Follow all industry rules and regulations.
What you'll need#
- Currently pursuing a Bachelor’s Degree in Finance, Business Administration, Accounting, or Economics.
- A clear interest in a long term career in financial services.
- Proficiency in Microsoft Office.
- Strong written and oral communication skills.
- Analytical problem solving skills and high attention to detail.
- Ability to work independently and manage your time effectively.
Location & details#
- Location: Marquette, Michigan.
- Modality: On-site.
- Schedule: This is a part time position requiring 20 to 25 hours per week on a rolling term.
- Compensation: This is a 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
Applying early at Hantz Group gives you a distinct advantage, as recruiters review applications before the volume becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, helping you get your materials in among the first wave of candidates. This proactive approach ensures your profile is visible before the applicant pool grows. You can also improve your response rates by reaching out to the recruiters behind the firm's roles directly. Intern Insider surfaces the specific contacts responsible for hiring at Hantz Group, allowing you to ask relevant questions or request a referral. Connecting with a human being often provides the context you need to stand out from the standard queue.
