Planning Analyst Intern - Flexible Hours + Licensing Path

Hantz Group; Tecumseh Township (MI); Hybrid; USD 20,664 - 34,440; Part time

Job summary

Hantz Group, based in Michigan, is looking for a Planning Analyst Intern to join their team. This role offers an opportunity to integrate into the Family Office, providing support to Financial Advisors while gaining valuable hands-on experience in financial services.

You will work closely with advisors, reviewing transactions and ensuring compliance. Ideal candidates are pursuing a Bachelor’s Degree with strong communication skills and an interest in financial services. Flexible working hours available.

Qualifications

• Strong oral and written communication skills are required.
• Ability to work effectively without supervision is essential.
• Detail-oriented approach with strong analytical problem-solving skills.

Responsibilities

• Liaison for Financial Advisors and Product Providers.
• Review new business for accuracy and compliance.
• Manage communications from Financial Advisors and Product Providers.

Skills

Communication skills

Time management

Analytical problem-solving

Microsoft Office proficiency

Education

Pursuing a Bachelor’s Degree

Job description

Hantz Group, based in Michigan, is looking for a Planning Analyst Intern to join their team. This role offers an opportunity to integrate into the Family Office, providing support to Financial Advisors while gaining valuable hands-on experience in financial services.

You will work closely with advisors, reviewing transactions and ensuring compliance. Ideal candidates are pursuing a Bachelor’s Degree with strong communication skills and an interest in financial services. Flexible working hours available.