Financial Planning Specialist

1 week ago


Davison, United States Hantz Group Full time
Job Opportunity

Hantz Group, a leading financial services company, 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 exceptional support in the funding process of customer accounts.

Key Responsibilities:

  • Act as a liaison between Financial Advisors and Product Providers to ensure accurate and compliant transactions.
  • Manage a caseload of communications, including phone calls and emails, to provide critical support in the funding process.
  • Study for and obtain a Property & Casualty license.
  • Opportunities for growth through acquiring FINRA Securities Licenses available.
  • Comply with all industry rules and regulations.
  • Perform other tasks as assigned.

Requirements:

  • 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 ability 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 is an equal opportunity employer and 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.



  • Davison, United States Hantz Group Full time $36,000 - $50,000

    Job DescriptionJob DescriptionFinancial Planning AssistantHantz 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...


  • Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax Planning SpecialistHantz 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...


  • Davison, United States Hantz Group Full time

    Job DescriptionHantz Group, a leading financial services company, is seeking a highly skilled Financial Planning Assistant to join our team. As a key member of our financial planning practice, you will play a vital role in helping our clients achieve their financial goals.The Holistic Approach to Financial PlanningHantz Group takes a comprehensive approach...


  • Davison, United States Hantz Group Full time

    Job OpportunityAt Hantz Group, we are seeking a highly skilled Tax Planning Specialist to join our team of financial professionals. Our company is a Michigan-based financial services firm that provides a range of services to individuals and businesses. We are committed to delivering exceptional results and building long-term relationships with our...

  • Planning Analyst

    3 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionPlanning Analyst InternHantz 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...

  • Senior Tax Specialist

    2 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionSenior Tax Planning SpecialistHantz 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...

  • Financial Advisor

    3 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial AdvisorHantz 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...

  • Advanced Tax Planner

    3 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionAdvanced Tax PlannerHantz 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...

  • Tax Associate

    2 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax AssociateHantz 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...


  • Davison, United States Infojini Full time

    Job SummaryWe are seeking a skilled and experienced Registered Nurse (RN) to join our team as a Home Health Specialist. The ideal candidate will have a strong background in home care and be able to provide high-quality patient care in a home setting.ResponsibilitiesInitiates and provides medically prescribed skilled nursing care and/or health counseling that...

  • Tax Intern

    2 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax InternHantz 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...


  • Davison, United States TRS Healthcare Full time

    Job Summary:TRS Healthcare is seeking a skilled Registered Nurse to join our team as a Home Health Hospice specialist. As a key member of our healthcare team, you will be responsible for providing high-quality patient care and support in a home health setting.Key Responsibilities:Provide comprehensive nursing care to patients in their homes, including...

  • Travel Nurse RN

    3 weeks ago


    Davison, Michigan, United States Daisy Medical Staffing Full time

    Job DetailsJob Title: Travel Nurse RN - Hospice Care SpecialistJob Type: Travel NursingLocation: Davison, MichiganJob Description:Job SummaryDaisy Medical Staffing is seeking a skilled Travel Nurse RN to provide high-quality care to patients in a hospice setting.ResponsibilitiesProvide direct patient care to patients in a hospice settingDevelop and implement...


  • Davison, United States Mersino Dewatering LLC Full time

    Job OverviewAre you a dedicated professional with a passion for working in a dynamic setting and contributing to the manufacturing and restoration processes? If so, Mersino Dewatering LLC is seeking an Experienced Industrial Coating Specialist to become a vital part of our operations.Key Responsibilities:Utilize various spray systems, including conventional...

  • Travel Nurse RN

    4 weeks ago


    Davison, Michigan, United States Daisy Medical Staffing Full time

    Job DetailsJob Title: Travel Nurse RN - Hospice Care SpecialistJob Type: Travel NursingLocation: Davison, MichiganJob Description:Job SummaryDaisy Medical Staffing is seeking a skilled Travel Nurse RN to provide high-quality care to patients in a hospice setting.ResponsibilitiesProvide direct patient care in a hospice settingDevelop and implement...

  • Travel Nurse RN

    3 weeks ago


    Davison, Michigan, United States Infojini Healthcare Full time

    Job Title: Travel Nurse RN - Hospice Care SpecialistJob Summary:Infojini Healthcare is seeking a skilled Travel Nurse RN to join our interdisciplinary hospice team. As a Travel Nurse RN, you will provide high-quality patient care and support to individuals in need of hospice services.Responsibilities:Provide personalized care plans focused on pain and...

  • Physical Therapist

    4 weeks ago


    Davison, United States Phoenix Physical Therapy Full time

    Job SummaryThe Physical Therapist - Rehabilitation Specialist develops and implements physical therapy programs to restore function and improve physical movement. This role coordinates care across an interdisciplinary team of healthcare providers and oversees the work of physical therapy assistants, rehab aides, trainers, or other allied health...

  • Travel Nurse RN

    4 weeks ago


    Davison, Michigan, United States Synergy Medical Staffing Full time

    Job Title: Travel Nurse RN - Hospice Care SpecialistSynergy Medical Staffing is a leading medical staffing company seeking a skilled Travel Nurse RN to join our team in a Hospice care setting.Job Summary:We are looking for a dedicated and compassionate Travel Nurse RN to provide high-quality patient care in a Hospice setting. As a Travel Nurse RN with...

  • Diesel Mechanic

    3 weeks ago


    Davison, Michigan, United States Mersino Dewatering, Inc. Full time

    About Mersino Dewatering, Inc.Mersino Dewatering, Inc. is a leading provider of pumping services, contract dewatering, one-pass trenching, power generation, and drilling solutions. Our company values its employees and strives to maintain a culture that inspires dedication to customer service.Job SummaryWe are seeking a skilled Diesel Mechanic - Hydraulic...

  • Travel Nurse RN

    4 weeks ago


    Davison, Michigan, United States Uniti Med Full time

    Job Title: Hospice Care SpecialistJob Summary:Uniti Med is seeking a skilled Hospice Care Specialist to join our team. As a Hospice Care Specialist, you will provide high-quality patient care and support to individuals in need of end-of-life care.Responsibilities:Provide compassionate and individualized care to patients and their familiesDevelop and...