Planning Analyst - Intern

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

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.