Planning Analyst
4 weeks ago
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 offers 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
* Insurance
*Banking & Cash Management
*Estate Planning
*Financial Planning & Retirement
*Tax Strategy and Planning
*Debt (Commercial and Consumer Lending)
*Property & Casualty Insurance (Personal & Business)
As a Planning Analyst, 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. Your work will include, but is not limited to:
Essential Job Functions:
· Assist in booking appointments
· Participate in meeting prep
· Assist advisors with client services
· Coordinate business and meetings with advisors, tax team and estate planners
· 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
Hantz Group’s headquarters is located in Southfield, Michigan. We maintain additional offices serving communities in Northern Michigan, Mid-Michigan, the Capital area, Metro Detroit, Southern Michigan, and the Toledo and Cleveland markets.
THIS POSITIONS IS AVAILABLE AT OUR OFFICES THROUGHOUT MICHIGAN AND NORTHERN OHIO
Powered by JazzHR
4kphFcrwsr
-
Planning Analyst
4 weeks ago
Midland, United States Hantz Group Full timeHantz 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 offers 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...
-
Planning Analyst
3 hours ago
Midland, United States Hantz Group Full timeHantz 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 offers 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 ...
-
CIAM Business Analyst
7 days ago
Midland, United States Diverse Lynx Full timeRole: IAM Business Analyst Onsite Location: Midland, MI (Remote to start) ) Contract Length Long Term Job Description: IAM Solutions Experience BS/MS degree in Computer Science, Engineering, or closely related field or comparable education and experience typically obtained by solid work experience The Analyst will serve as a technical expert for...
-
CIAM Business Analyst
6 days ago
Midland, United States Diverse Lynx Full timeRole: IAM Business Analyst Onsite Location: Midland, MI (Remote to start) ) Contract Length Long Term Job Description: IAM Solutions Experience BS/MS degree in Computer Science, Engineering, or closely related field or comparable education and experience typically obtained by solid work experience The Analyst will serve as a technical expert for...
-
SAP Analyst/Tech
6 days ago
Midland, United States Knewin Full timeJob Title: SAP Analyst Schedule: 9/80 Location: Seminole, TX Responsibilities: The SAP Tech role is responsible for the working directly with the business to review SAP notifications, plan, scheduling and assist with completion of work activities in the SAP application. They will work with project managers, engineers, and other stakeholders to develop plan,...
-
Cost Analyst
22 hours ago
Midland, United States Collabera Full timeDescription Home Search Jobs Job Description Cost Analyst Contract: Midland, Michigan, US Salary: $50.00 Per Hour Job Code: 349160 End Date: 2024-06-07 Days Left: 20 days, 3 hours left Apply Summary: Business Justification Effective monitoring and reporting of project costs and project management consultation are critical for project success. The...
-
Commercial Analyst
4 days ago
Midland, United States WaterBridge Full timeSummary of Position:The role will include, but is not limited to, economic modeling, due diligence, and integration of investment opportunities at the acquisition and project level, evaluating commercial negotiations, conducting market analysis, and supporting investor relations. This position will report to the Senior Manager of Corporate Development in...
-
Commercial Analyst
2 weeks ago
Midland, United States WaterBridge Full timeSummary of Position:The role will include, but is not limited to, economic modeling, due diligence, and integration of investment opportunities at the acquisition and project level, evaluating commercial negotiations, conducting market analysis, and supporting investor relations. This position will report to the Senior Manager of Corporate Development in...
-
Commercial Analyst
2 weeks ago
Midland, United States WaterBridge Full timeSummary of Position:The role will include, but is not limited to, economic modeling, due diligence, and integration of investment opportunities at the acquisition and project level, evaluating commercial negotiations, conducting market analysis, and supporting investor relations. This position will report to the Senior Manager of Corporate Development in...
-
Business Application Analyst
4 weeks ago
Midland, United States MyMichigan Health Full timeSummary: The Business Applications Analyst (BAA) is an expert problem solver and has a demonstrated problem solving skill set. The BAA is the primary technical resource for assigned applications. The BAA establishes and maintains a consultative partnership with business area/users, provides day-to-day support for business applications, and provides...
-
Business Application Analyst
3 days ago
Midland, United States MyMichigan Health Full timeSummary The Business Applications Analyst (BAA) is an expert problem solver and has a demonstrated problem solving skill set. The BAA is the primary technical resource for assigned applications. The BAA establishes and maintains a consultative partnership with business area/users, provides day-to-day support for business applications, and provides...
-
Business Analyst
7 days ago
Midland, United States Omni Inclusive Full timeResponsibilities: Establish and maintain communication with various facilities engineers and stakeholders. Work closely with the Project Manager to provide analytical insights on the schedule and cost to enable pro-active decision making. Accountable for maintaining updates and accuracy of project execution data across multiple projects. Facilitate meetings...
-
Senior Financial Anaylst
1 week ago
Midland, United States MyMichigan Health Full timeSummary: This position, while expected to train in Midland, may end up being located within the Saginaw region The Financial Analyst II can do either (or both) the Accountant role or the Financial Analyst role below. This Accountant position may be responsible for the preparation, accuracy, completeness, and analysis of financial statements and related...
-
IT Process Manager
3 days ago
Midland, United States Midland Memorial Hospital Full timeThe IT Process Manager is responsible for the operational management of an Information Technology Infrastructure Library (ITIL) process(s). The Process Manager's responsibilities include planning and coordination of all activities required to be carried out, monitoring, and reporting on efficiency and effectiveness of the processes assigned. Additional...
-
IT Process Manager
1 month ago
Midland, United States Midland Memorial Hospital Full timeThe IT Process Manager is responsible for the operational management of an Information Technology Infrastructure Library (ITIL) process(s). The Process Manager’s responsibilities include planning and coordination of all activities required to be carried out, monitoring, and reporting on efficiency and effectiveness of the processes assigned. Additional...
-
IT Process Manager
1 month ago
Midland, United States Midland Memorial Hospital Full timeThe IT Process Manager is responsible for the operational management of an Information Technology Infrastructure Library (ITIL) process(s). The Process Manager’s responsibilities include planning and coordination of all activities required to be carried out, monitoring, and reporting on efficiency and effectiveness of the processes assigned. Additional...
-
Case Manager RN
5 days ago
Midland, United States MyMichigan Health Full timeSummary: The RN Case Manager plays a pivotal role in maintaining the quality of care patients receive during medical centerization and post discharge while ensuring the organization is fully reimbursed. The RN CM must have a high level of expertise and skill to create highly effective strategies for short term and long term goals in order to prevent...
-
Senior Financial Anaylst
6 days ago
Midland, Michigan, United States MyMichigan Health Full timeSummary: This position, while expected to train in Midland, may end up being located within the Saginaw region. The Financial Analyst II can do either (or both) the Accountant role or the Financial Analyst role below. This Accountant position may be responsible for the preparation, accuracy, completeness, and analysis of financial statements and related...
-
Senior Financial Anaylst
1 week ago
Midland, Michigan, United States MyMichigan Health Full timeSummary: This position, while expected to train in Midland, may end up being located within the Saginaw region The Financial Analyst II can do either (or both) the Accountant role or the Financial Analyst role below. This Accountant position may be responsible for the preparation, accuracy, completeness, and analysis of financial statements and related...
-
Behavioral Technician
2 weeks ago
Midland, Michigan, United States MyMichigan Health Full timeSummary: Under the direction of the Behavioral Analyst, the Behavioral Technician implements behavior support plans. Interventions are individualized to meet the needs of each child and are used to decrease problem and aggressive behavior, as well promote skill acquisition. This position works in a fast-paced, dynamic and sometimes intense environment to...