Planning Analyst

Job Description

Job Description

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 whats 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 clients 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 Bachelors 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

Groups

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
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