Financial Planning Coordinator

4 weeks ago


Sault Sainte Marie, United States Hantz Group Full time
Job Description

Hantz Group, a Michigan-based financial company, is seeking a Planning Analyst Intern to join their Family Office. As a Planning Analyst Intern, you will work closely with Financial Advisors to gain knowledge about the financial services industry and the importance of Tax Planning and Insurance in a client's overall financial health.

The ideal candidate will have a strong interest in pursuing a career in financial services and be pursuing a Bachelor's Degree. They will also have strong oral and written communication skills, effective time management skills, and be able to work independently.

The Planning Analyst Intern will be responsible for working as a liaison for Financial Advisors and Product Providers, managing a case load of communications, and studying for and obtaining a Property & Casualty license. They will also have opportunities for growth through acquiring FINRA Securities Licenses.

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.

As a growing organization, Hantz Group has many opportunities within their multiple offices throughout the state of Michigan and northern Ohio. They ask that interested individuals apply to only one position, and any other opportunities or positions can be discussed should they extend an invitation for an interview.


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