Current jobs related to Planning Analyst - Maumee - Hantz Group

  • IT System Analyst

    2 weeks ago

    Maumee, Ohio, United States Pyramid Consulting Full time

    Job Title: IT System AnalystWe are seeking a highly skilled IT System Analyst to join our team at Pyramid Consulting, Inc. As an IT System Analyst, you will play a critical role in ensuring the smooth operation of our clients' IT systems.Key Responsibilities:Develop and maintain proper documentation to define business purpose and technical...

  • Systems Analyst

    2 weeks ago

    Maumee, Ohio, United States Ground Penetrating Radar Systems Full time

    Job Title: Systems AnalystGround Penetrating Radar Systems is the nation's largest company specializing in the detection of underground utilities, video pipe inspection, and the scanning of concrete structures. With an extensive nationwide network of highly trained and experienced Project Managers in every major U.S. market, clients can have the peace of...

  • Systems Analyst

    2 weeks ago

    Maumee, United States Ground Penetrating Radar Systems Full time

    Ground Penetrating Radar Systems is the nation's largest company specializing in the detection of underground utilities, video pipe inspection, and the scanning of concrete structures. GPRS has an extensive nationwide network of highly trained and experienced Project Managers in every major U.S. market. When clients hire GPRS, they have the peace of mind of...

  • Global Sourcing Analyst

    4 weeks ago

    Maumee, United States Fortune Brands Full time

    Company Description Fortune Brands Innovations, Inc. is an industry-leading innovation company focused on creating smarter, safer and more beautiful homes and improving lives. Our driving purpose is that we elevate every life by transforming spaces into havens. We believe our work and our brands can have incredibly positive impacts for not just our business...

  • Financial Services Coordinator

    1 week ago

    Maumee, Ohio, United States Hantz Group Full time

    Job SummaryHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented Planning Analyst Intern to join our team. As a Planning Analyst Intern, you will be integrated into our Family Office, working closely with our Financial Advisors to gain valuable hands-on experience in the financial services industry.Key...

  • Behavioral Therapist

    2 weeks ago

    Maumee, Ohio, United States hopebridge Full time

    Job OverviewHopebridge is seeking a highly skilled Board Certified Behavior Analyst to join our team of dedicated professionals. As a BCBA, you will play a critical role in creating a meaningful career with a mission-driven, forward-thinking ABA provider.Key ResponsibilitiesConduct comprehensive behavioral assessments to evaluate patient progress toward...

  • Behavior Therapist

    4 weeks ago

    Maumee, Ohio, United States hopebridge Full time

    Transform Lives as a Behavior Technician with HopebridgeAre you passionate about creating a meaningful impact on a child's life? Join Hopebridge as a Behavior Technician and embark on a rewarding career that transforms families and the community. Our goal is to establish a caring clinical setting for our patients, both now and in the...

  • Behavioral Technician

    5 months ago

    Maumee, United States Bon Secours Mercy Health Full time

    At Bon Secours Mercy Health, we are dedicated to continually improving health care quality, safety and cost effectiveness. Our hospitals, care sites and clinicians are recognized for clinical and operational excellence. *3k Sign On Bonus * Nationwide Children's Hospital Autism Services 3521 Briarfield Blvd - Maumee Shift: Days /Full-time SUMMARY: Under...

  • Registered Behavioral Technician

    1 month ago

    Maumee, United States Bon Secours Mercy Health Full time

    At Bon Secours Mercy Health, we are dedicated to continually improving health care quality, safety and cost effectiveness. Our hospitals, care sites and clinicians are recognized for clinical and operational excellence. Job Description ****3k Sign On Bonus**** Nationwide Children's Hospital Autism Services _3521 Briarfield Blvd - Maumee_ **Shift: Days...

  • Behavioral Technician

    5 months ago

    Maumee, United States Bon Secours Mercy Health Full time

    At Bon Secours Mercy Health, we are dedicated to continually improving health care quality, safety and cost effectiveness. Our hospitals, care sites and clinicians are recognized for clinical and operational excellence. ****3k Sign On Bonus**** Nationwide Children's Hospital Autism Services _3521 Briarfield Blvd - Maumee_ **Shift: Days...

  • Travel Nurse RN Oncology Position

    2 weeks ago

    Maumee, Ohio, United States Ardor Health Solutions Full time

    Job Title: Travel Nurse RN OncologyArdor Health Solutions is seeking a skilled travel nurse RN to join our team in Maumee, Oklahoma.Job Description & RequirementsSpecialty: OncologyDiscipline: RNEmployment Type: TravelLocation: Maumee, OKSetting: OUT PATIENTArdor Health Solutions is looking for a dedicated Oncology - ONC to join our travel team in Maumee, OK...

  • Registered Behavioral Technician

    1 month ago

    Maumee, United States Bon Secours Mercy Health Full time

    At Bon Secours Mercy Health, we are dedicated to continually improving health care quality, safety and cost effectiveness. Our hospitals, care sites and clinicians are recognized for clinical and operational excellence. Job Description 3k Sign On Bonus Nationwide Children's Hospital Autism Services 3521 Briarfield Blvd - Maumee Shift: Days...

Planning Analyst

4 months ago

Maumee, United States Hantz Group Full time
Job DescriptionJob DescriptionPlanning Analyst Intern

Hantz 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:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance
 The Holistic Approach to Financial PlanningHantz 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:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product  Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • 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 able 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.

As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

 

Powered by JazzHR

IrN5hoRgCw