Aspiring Financial Planner: Planning Analyst Intern

Hantz Group; Michigan; On-site; USD 21,000 - 28,000; Part time

Job summary

Hantz Group, a Michigan-based financial services firm, is seeking a Planning Analyst Intern integrated into the Family Office. You will work with Financial Advisors to support the funding process and learn how licensing and succession planning fit into client strategies.

This role offers hands-on experience in financial planning, taxation, and insurance planning while pursuing required industry licenses and certifications. Flexible hours are available as you complete your degree.

Qualifications

• Pursuing a Bachelor's Degree.
• Interest in pursuing a career in financial services.
• Availability to work 20-25 hours per week.
• Strong oral and written communication skills.
• Effective time management and ability to work independently.
• Detail oriented and strong analytical problem solving skills.
• Ability to complete industry licensing.
• Proficient in Microsoft Office.

Responsibilities

• Liaise between Financial Advisors and Product Providers.
• Daily review of new business for accuracy and compliance; follow up with Providers and Advisors to settle transactions.
• Manage a caseload of communications with Advisors and Providers to support funding of customer accounts.
• Study for and obtain Property & Casualty license.
• Opportunities to grow through acquiring FINRA Securities Licenses.
• Comply with all industry rules and regulations.
• All other tasks as assigned.

Skills

Communication skills

Analytical thinking

Detail orientation

Microsoft Office

Time management

Education

Bachelor's Degree (pursuing)

Job description

Hantz Group, a Michigan-based financial services firm, is seeking a Planning Analyst Intern integrated into the Family Office. You will work with Financial Advisors to support the funding process and learn how licensing and succession planning fit into client strategies.

This role offers hands-on experience in financial planning, taxation, and insurance planning while pursuing required industry licenses and certifications. Flexible hours are available as you complete your degree.