Planning Analyst
3 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
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