Finance Planning Intern — Tax & Licensing Path

Hantz Group; Mount Pleasant (MI); On-site; USD 20,664 - 34,440; Part time

Job summary

Hantz Group is seeking a Planning Analyst Intern to work in Michigan, supporting Financial Advisors in the financial services industry. Responsibilities include managing communications and reviewing new business for compliance while gaining valuable experience.

The ideal candidate is pursuing a Bachelor's degree, has strong communication skills, and can commit to 20-25 hours a week. Opportunities to grow by acquiring industry licenses are available.

Qualifications

• Pursuing a Bachelor's Degree and interested in financial services.
• Availability to work 20-25 hours a week.
• Ability to complete industry licensing.

Responsibilities

• Act as a liaison for Financial Advisors and Product Providers.
• Review new business for accuracy and compliance.
• Manage communication caseload from Financial Advisors and Product Providers.

Skills

Strong oral and written communication skills

Effective time management skills

Detail-oriented

Microsoft Office proficiency

Education

Pursuing a Bachelor’s Degree

Job description

Hantz Group is seeking a Planning Analyst Intern to work in Michigan, supporting Financial Advisors in the financial services industry. Responsibilities include managing communications and reviewing new business for compliance while gaining valuable experience.

The ideal candidate is pursuing a Bachelor's degree, has strong communication skills, and can commit to 20-25 hours a week. Opportunities to grow by acquiring industry licenses are available.