H
Posted 1 day ago
Planning Analyst Intern
Sault Ste. MarieOn-site
AI Summary
Works as an intern within a family office, liaising with financial advisors and product providers to review new business for accuracy and compliance, follow up on transactions, and support the funding of customer accounts.
About this role
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.
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.
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.
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:
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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.
Skills
Analytical Problem SolvingCase ManagementCash Flow AnalysisCompliance ReviewFinancial PlanningFINRA Securities LicensesInsuranceMicrosoft OfficeProperty & Casualty LicenseTax Planning
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