Planning Intern

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. #J-18808-Ljbffr