About the role#
As a Planning Analyst Intern at Hantz Group, you will join our Family Office to gain hands-on experience in financial services. You will work alongside Financial Advisors to understand how insurance and tax planning contribute to a client's overall financial health. This role offers flexible hours to accommodate your degree program.
What you'll do#
- Serve as a liaison between Financial Advisors and product providers.
- Review new business daily to ensure accuracy and compliance.
- Follow up with advisors and providers to settle transactions.
- Manage communications through phone and email to support account funding.
- Study for and obtain your Property and Casualty license.
- Follow all industry rules and regulations.
What you'll need#
- Current enrollment in a Bachelor's degree program.
- Interest in a career within the financial services industry.
- Strong analytical and problem-solving skills with high attention to detail.
- Ability to work independently and manage your time effectively.
- Openness to constructive criticism to improve your work.
- Proficiency in Microsoft Office.
Location & details#
- Location: Midland, Michigan.
- Work schedule: 20 to 25 hours per week.
- Modality: On-site.
- This position is paid.
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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