Planning Analyst

3 months ago


Ann Arbor, 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

im0tbPOR5S



  • Ann Arbor, Michigan, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides comprehensive wealth management solutions to individuals and businesses. As a Planning Analyst Intern, you will be an integral part of our team, working closely with our financial advisors to deliver exceptional client experiences.Key Responsibilities:Act as a liaison between...


  • Ann Arbor, United States C3 Industries Full time

    JOB SUMMARY: The Retail Planning Analyst supports the Merchandise Planning & Buying teams in tracking promotional performance and resulting vendor credit requests. This position will coordinate and communicate promotional materials, inclusive of vendor related events. On a monthly basis, this role is instrumental in preparing data packages for Merchandise...

  • Marketing Analyst

    3 days ago


    Ann Arbor, Michigan, United States Wacker Chemie AG Full time

    Job Title: Marketing AnalystWe are seeking a highly motivated and detail-oriented Marketing Analyst to join our team at Wacker Chemie AG. As a Marketing Analyst, you will play a key role in supporting and using professional knowledge in promoting production, sales, and marketing activities across the business unit.Key Responsibilities:Analyze market data to...


  • Ann Arbor, Michigan, United States Domino's Pizza LLC Full time

    Job Title: Senior SAP Functional AnalystDomino's Pizza LLC is seeking a highly skilled Senior SAP Functional Analyst to support our organization in the analysis, design, configuration, testing, implementation, and support of our SAP landscape.Main Responsibilities:Lead the design, build, test & deployment of configurations for SAP deployments.Collaborate...


  • Ann Arbor, Michigan, United States OpTech Full time

    We are seeking several proficient Salesforce Business Analysts to engage in a project with our client, a prominent player in the Healthcare sector. This role requires on-site presence one day per week, offering an exciting opportunity with a well-known client.Business analysts play a crucial role in guiding organizations to enhance their operational...

  • GIS Analyst

    6 days ago


    Ann Arbor, Michigan, United States University of Michigan Full time

    Job SummaryDr. Erica Twardzik in the University of Michigan School of Kinesiology is recruiting a full-time Geographic Information Systems (GIS) Analyst with a start date in Fall 2024.Her lab integrates multiple data sources to study how environments affect mobility among people with disabilities to inform policies that increase participation and inclusion...


  • Ann Arbor, Michigan, United States RealTruck Full time

    Job Title: Senior IT Business AnalystAt RealTruck, we are seeking a highly skilled Senior IT Business Analyst to join our team. As a Senior IT Business Analyst, you will be responsible for analyzing business needs and recommending IT solutions to support the company's strategic goals.Key Responsibilities:Analyze business requirements and develop technical...


  • Ann Arbor, Michigan, United States OpTech Full time

    We are seeking several proficient Salesforce Business Analysts to engage in a project with our client, a prominent entity in the Healthcare sector. This role requires on-site presence one day per week, presenting an exciting opportunity as we have established a strong relationship with this client.Business analysts play a crucial role in guiding...


  • Ann Arbor, Michigan, United States RealTruck Full time

    Job Title: Senior IT Business AnalystWe are seeking a highly skilled Senior IT Business Analyst to join our team at RealTruck. As a key member of our organization, you will be responsible for analyzing business needs and recommending IT solutions to drive business growth and improvement.Key Responsibilities:Interface with various departments to identify and...


  • Ann Arbor, Michigan, United States Trinity Health Full time

    Job Title: Business Intelligence Analyst IIITrinity Health is seeking a highly skilled Business Intelligence Analyst III to join our team. As a key member of our Business Intelligence department, you will play a critical role in enabling the use of actionable data by our business units.Key Responsibilities:Participate in strategic planning and roadmap design...

  • Senior Tax Analyst

    1 week ago


    Ann Arbor, Michigan, United States Thomson Reuters Full time

    About the RoleThe Sr. Tax Research & Content Analyst is a key member of our team, responsible for ensuring that our applications and offerings comply with tax rules and laws in complex and demanding tax jurisdictions.Key ResponsibilitiesRepresent Tax Research & Content as a subject matter expert/project point person on projects and initiativesDevelop...

  • Senior Tax Analyst

    7 days ago


    Ann Arbor, Michigan, United States Thomson Reuters Full time

    About the RoleThe Sr. Tax Research & Content Analyst is a key member of our team, responsible for ensuring that our applications and offerings comply with tax rules and laws in complex and demanding tax jurisdictions.Key ResponsibilitiesRepresent Tax Research & Content as a subject matter expert/project point person on projects and initiativesDevelop...


  • Ann Arbor, United States Domino's Corporate Full time

    Job DescriptionJob DescriptionCompany Description Domino’s Pizza, which began in 1960 as a single store location in Ypsilanti, MI, has had a lot to celebrate lately: we’re a reshaped, reenergized brand of honesty, transparency and accountability – not to mention, great food! In the rise to becoming a true technology leader, the brand is now...


  • Ann Arbor, Michigan, United States Trinity Health Full time

    Job Title: Business Intelligence Analyst LeadJob Summary:The Business Intelligence Analyst Lead will play a key role in providing data and reporting to support Trinity Health's pursuit of the Quadruple Aim. This individual will lead efforts to model, build, validate, and document an enterprise data warehouse containing multiple types of healthcare data.Key...

  • Data Analyst Position

    2 weeks ago


    Ann Arbor, Michigan, United States University of Michigan Full time

    Job SummaryWe are seeking an Intermediate Data Analyst to join our team at the University of Michigan. As a key member of our Dental Informatics IT department, you will be responsible for managing and creating Tableau dashboards, assisting in the development of data pipelines, and enhancing our analytics services.Key ResponsibilitiesConsult with clinics,...


  • Ann Arbor, Michigan, United States RealTruck Full time

    Job SummaryWe are seeking a highly skilled Senior IT Business Analyst to join our team at RealTruck. As a key member of our organization, you will be responsible for analyzing business needs and recommending IT solutions to drive business growth and improvement.Key ResponsibilitiesInterface with various departments to identify and document business needs and...

  • Commercial Analyst

    1 week ago


    Ann Arbor, Michigan, United States Orchid MPS Holdings, LLC Full time

    Job SummaryThe Commercial Analyst will play a key role in driving business growth by conducting financial, quantitative, and qualitative analysis of our product portfolios. This position will partner with department leaders to create and follow a strategic plan for pricing and quoting. The ideal candidate will have a strong background in data analysis and...

  • Commercial Analyst

    7 days ago


    Ann Arbor, Michigan, United States Orchid Orthopedic Solutions Full time

    About the RoleWe are seeking a highly skilled Commercial Analyst to join our team at Orchid Orthopedic Solutions. As a key member of our commercial team, you will play a critical role in driving business growth and profitability through data-driven insights and strategic decision-making.Key ResponsibilitiesConduct financial, quantitative, and qualitative...


  • Ann Arbor, Michigan, United States University of Michigan Full time

    Cover Letter Requirement: A cover letter is necessary and should specifically address your interest in this role while outlining relevant experience.Position Overview: The College of Literature, Science, and the Arts (LSA) at the University of Michigan has been a cornerstone of academic excellence since 1841, dedicated to nurturing future leaders through a...

  • Senior Data Analyst

    2 weeks ago


    Ann Arbor, Michigan, United States Arbor Research Full time

    Job SummaryWe are seeking a highly skilled Senior Data Analyst to join our team at Arbor Research. As a key member of our data science team, you will be responsible for leading the development and implementation of advanced statistical methods and data analysis techniques to support our research initiatives.Key ResponsibilitiesDevelop and implement...