Planning Analyst

4 weeks ago

Mount Pleasant, United States Hantz Group Full time

Planning Analyst InternHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families. Areas of focus include asset management, financial planning and retirement, insurance, tax strategy and planning, cash flow analysis, debt strategies, estate planning, and property and casualty insurance.The holistic approach to financial planning at Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial planning is the core of our holistic approach. As a Planning Analyst Intern, you will be integrated into the Family Office. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that tax planning and insurance plays in a client's overall financial health. Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.Essential job functions include working as a liaison for financial advisors and product providers, daily review of new business for accuracy and compliance reviews, managing a case load of communications including phone calls and emails from financial advisors and product providers, studying for and obtaining property & casualty license, opportunities for growth through acquiring FINRA securities licenses available, complying with all industry rules and regulations, and all other tasks as assigned.Education/knowledge and skills required include 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, and proficiency in Microsoft Office.

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