Planning Analyst - Intern

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

Planning Analyst Intern

Hantz Group is a Michigan‑based financial family office managing over $11B in assets and providing a holistic approach to financial planning. The Planning Analyst Intern will be integrated into the Family Office, working closely with Financial Advisors to support the financial services industry, focus on tax planning and insurance, and gain experience while working toward a degree.

Essential Job Functions

• Work as a liaison for Financial Advisors and Product Providers
• Daily review of new business for accuracy and compliance, follow up with Product Providers and Financial Advisors to complete and settle transactions and business
• Manage a caseload of communications including phone calls and emails from Financial Advisors and Product Providers to provide critical support in the funding process 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
• Perform all other tasks as assigned

Education, Knowledge & Skills

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

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.