Finance Planning Intern — Tax & Licensing Path

Hantz Group; Marquette (MI); On-site; USD 20,664 - 27,552; Part time

Job summary

Hantz Group in Marquette, Michigan, is seeking a Planning Analyst Intern to assist Financial Advisors in the financial services industry. The intern will manage communications, ensure compliance, and support the funding process of customer accounts.

This role is ideal for those pursuing a Bachelor's Degree, with an interest in financial services, aiming to work 20-25 hours a week. The internship offers opportunities for growth and obtaining necessary industry licenses.

Qualifications

• Pursuing a Bachelor's Degree in a relevant field.
• Available to work 20-25 hours per week.
• Strong communication skills and time management.

Responsibilities

• Act as a liaison for Financial Advisors and Product Providers.
• Review new business for accuracy and compliance.
• Manage communications to provide support in funding processes.
• Study for and obtain the Property & Casualty license.

Skills

Oral communication

Written communication

Time management

Analytical problem solving

Microsoft Office proficiency

Education

Pursuing a Bachelor’s Degree

Job description

Hantz Group in Marquette, Michigan, is seeking a Planning Analyst Intern to assist Financial Advisors in the financial services industry. The intern will manage communications, ensure compliance, and support the funding process of customer accounts.

This role is ideal for those pursuing a Bachelor's Degree, with an interest in financial services, aiming to work 20-25 hours a week. The internship offers opportunities for growth and obtaining necessary industry licenses.