Financial Planning Specialist

1 month ago


Marquette, Michigan, United States Hantz Group Full time
Job Opportunity at Hantz Group

Hantz Group, a leading financial services company in Michigan, is seeking a highly motivated and detail-oriented individual to join our team as a Planning Analyst Intern.

As a Planning Analyst Intern, you will be an integral part of our Family Office, working closely with our Financial Advisors to provide critical support in the funding process of customer accounts. Your responsibilities will include:

  • Reviewing new business for accuracy and compliance
  • Managing a case load of communications with Financial Advisors and Product Providers
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses
  • Complying with all Industry Rules and Regulations

To be successful in this role, you will need to possess strong oral and written communication skills, effective time management skills, and the ability to work independently. You will also need to be proficient in Microsoft Office and have a strong analytical problem-solving skills.

Hantz Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.



  • Marquette, Michigan, United States Hantz Group Full time

    Job OverviewAs a Financial Planning Specialist at Hantz Group, you will play a crucial role in helping individuals and businesses achieve their financial goals. Our team of experts provides a comprehensive range of services, including asset management, financial planning, and retirement strategies. We are committed to delivering exceptional results and...


  • Marquette, Michigan, United States Hantz Group Full time

    Job OverviewHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our tax team, you will play a critical role in developing and implementing tax strategies for our clients.Key ResponsibilitiesAnalyze tax liabilities and develop strategies to minimize tax burdensPrepare and...


  • Marquette, Michigan, United States Hantz Group Full time

    Job Title: Financial Planning AnalystAbout the Role:As a Financial Planning Analyst at Hantz Group, you will be an integral part of our Family Office team. You will work closely with our Financial Advisors to provide critical support in the funding process of customer accounts. Your responsibilities will include reviewing new business for accuracy and...


  • Marquette, Michigan, United States Hantz Group Full time

    bJobTitle:/bFinancialPlanningAssistantbrbrbAbouttheRole:/bbrbrAtHantzGroup,weareseekingahighlyorganizedanddetail-orientedFinancialPlanningAssistanttojoinourteam.AsaFinancialPlanningAssistant,youwillworkcloselywithourFinancialAdvisorsandotherspecialiststoprovideexceptionalclientserviceandsupport.brbrbKeyResponsibilities:/bbrbr-Assistinbookingappointmentsforad...

  • Senior Tax Specialist

    2 weeks ago


    Marquette, Michigan, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team.As a Tax Planning Specialist, you will play a critical role in helping our clients achieve their financial goals by providing expert tax planning and compliance services.Key Responsibilities:Analyze tax liability and develop...


  • Marquette, Michigan, United States InsideHigherEd Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Aid Director to lead our Financial Aid Department. The successful candidate will have a strong background in financial aid regulations, software, and leadership.Key ResponsibilitiesProvide direct leadership of the day-to-day operations of the Financial Aid Department.Focus on electronic...


  • Marquette, Michigan, United States Northern Michigan University Full time

    Job Title: Director-Financial AidJoin Northern Michigan University as a key member of the Financial Aid team, leading the day-to-day operations of the department. As Director-Financial Aid, you will be responsible for overseeing electronic processes used in awarding and disbursing federal, state, private, and institutional aid programs.Key...


  • Marquette, Michigan, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly motivated and experienced Financial Services Professional to join our team. As a key member of our team, you will work closely with our clients to help them achieve their financial goals.About the Role:Develop and maintain a strong client base, providing personalized...


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    Join Our Team as a Financial Account RepresentativeWe are seeking a highly motivated and customer-focused Financial Account Representative to join our team at Jill Leonard - State Farm Agent. As a key member of our team, you will play a vital role in marketing and selling financial products that manage everyday risks to our customers.Responsibilities:Use a...


  • Marquette, Michigan, United States Jill Leonard - State Farm Agent Full time

    ROLE DESCRIPTION: As a Financial Services Representative with Jill Leonard - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes...


  • Marquette, Michigan, United States Hantz Group Full time

    bJobTitle:/bTaxPlanningSpecialistbrbrbJobSummary:/bbrHantzGroupisaMichigan-basedfinancialcompanythatprovidesarangeofservicestohelpindividualsandbusinessesachievetheirfinancialgoals.AsaTaxPlanningSpecialist,youwillworkwithateamoffinancialadvisorstodevelopfinancialstrategiesandreduceindividualclients'taxliability.brbrbKeyResponsibilities:/bbrulliAnalyzetaxliab...


  • Marquette, Michigan, United States OneStaffMedical Full time

    Ultrasound Technologist OpportunityWe are OneStaff Medical, a nationally-recognized and independently-owned staffing firm dedicated to helping healthcare professionals find their dream assignments. Our team is passionate about providing exceptional service and support to our candidates and clients.The Position:As an Ultrasound Technologist, you will operate...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    UP Health System - MarquetteWe are seeking a skilled Anticoagulation Specialist to join our team at UP Health System - Marquette. As a key member of our healthcare team, you will be responsible for coordinating all services for our rural anticoagulation clinics.Key Responsibilities:Work with internal and external resources to plan, set up, and coordinate...


  • Marquette, Michigan, United States UP Health System Full time

    At UP Health System, we prioritize your well-being so you can provide exceptional care to others.As a registered nurse (RN) in our staffing pool, you will make a vital contribution to making communities healthier.You will shape exceptional patient journeys every day and leverage your skills and our cutting-edge technology to directly impact patient...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    Job Title: RN - Rehabilitation SpecialistAt UP Health System - Marquette, we are seeking a highly skilled Registered Nurse (RN) to join our Rehabilitation Unit. As a key member of our team, you will play a vital role in providing exceptional care to our patients.About the Role:Provide plan of care intervention, including medication administration, specimen...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    UP Health System - Marquette is seeking a skilled Diagnostic Imaging Specialist to join our team. As a Diagnostic Imaging Specialist, you will be responsible for utilizing high frequency sound waves and other diagnostic techniques to produce and evaluate ultrasound images. You will work closely with patients of all ages, explaining procedures and providing...


  • Marquette, Michigan, United States LifePoint Health Full time

    Job Summary:As a Surgical Support Specialist at LifePoint Health, you will play a vital role in ensuring a safe and clean environment for surgical staff and patients. This is a dynamic and fast-paced position that requires attention to detail, critical thinking skills, and the ability to work effectively in a team environment.Key Responsibilities:* Assist in...


  • Marquette, Michigan, United States LifePoint Hospitals Full time

    Job SummaryWe are seeking a skilled Surgical Operations Specialist to join our team at LifePoint Hospitals. As a key member of our operating room team, you will play a critical role in ensuring the safe and efficient performance of surgical procedures.Responsibilities Prepares the surgical operating suite with drapes, solutions, instruments, equipment, and...


  • Marquette, Michigan, United States OneStaff Medical Full time

    Job Title: Diagnostic Imaging SpecialistOneStaff Medical is seeking a skilled Diagnostic Imaging Specialist to join their team for a travel assignment in Marquette, Michigan.Job Description & RequirementsSpecialty: Diagnostic ImagingDiscipline: Allied Health ProfessionalShift: 8 hours, eveningsEmployment Type: TravelAs a Diagnostic Imaging Specialist, you...


  • Marquette, Michigan, United States OneStaff Medical Full time

    Job Title: Diagnostic Imaging SpecialistWe are seeking a skilled Diagnostic Imaging Specialist to join our team at OneStaff Medical. As a Diagnostic Imaging Specialist, you will be responsible for operating sonographic scanners to create images of patients' internal organs.Key Responsibilities:Operate sonographic scanners to create high-quality images of...