Planning Analyst - Intern Job at Lensa, Ann Arbor, MI

eE9lbk9YekRlZkRvZzFxWlRjZFQ3WjBkcEE9PQ==
  • Lensa
  • Ann Arbor, MI

Job Description

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Hantz Group. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice.

Planning Analyst Intern

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 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 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
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance


The Holistic Approach to Financial Planning

Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach.

As a Planning Analyst Intern, 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.

Essential Job Functions

  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • 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


The Company 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 our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

Powered by JazzHR

If you have questions about this posting, please contact support@lensa.com

Job Tags

Work at office, Flexible hours,

Similar Jobs

Peraton

Strategic Talent Pipeline - Upcoming CBP Initiatives Job at Peraton

 ...building a pipeline of qualified candidates in anticipation of upcoming opportunities supporting U.S. Customs and Border Protection (CBP) across multiple critical programs. These efforts will require a wide range of technical and functional expertise to support CBP's... 

University of Minnesota

Police Officer Job at University of Minnesota

 ...ClassLELS Add to Favorite Jobs Email this Job About the Job Job Title: Police Officer - Lateral Job Code: 6912 (Police Officer) Job...  ...investigation * Possess a valid U.S. Driver's license with a good driving record * Candidates who receive a conditional job offer must pass a... 

Summit Sky Consulting

Online Customer Sales Representative - Entry Level with Trainings (Remote) Job at Summit Sky Consulting

 ...thinking solutions and personalized service. We are currently looking for an ambitious, results-oriented Sales Representative to become part of our rapidly expanding remote team. This position offers the chance to work with a dynamic organization that prioritizes... 

Hilton Hotel Charlottesville, VA 22901

Hotel General Manager: Guest Experience & Growth Job at Hilton Hotel Charlottesville, VA 22901

 ...A prominent hotel in Charlottesville seeks an experienced General Manager to oversee operations, ensuring exceptional guest experiences and financial performance. The ideal candidate will have over 2 years in hotel leadership, strong financial skills, and expertise in... 

Nachhilfeunterricht

Remote Work from home as Online Primary School Tutor - Part Time Job at Nachhilfeunterricht

At Nachhilfepro, we are actively seeking tutors to provide private lessons in the field of primary education. We are looking for individuals passionate about teaching, eager to play a crucial role in the academic development of our younger students. No prior experience...