Planning Analyst - Intern
Hantz GroupHighlight
Summary
About the Role
About You
- 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 with strong analytical problem-solving skills.
- Ability to complete industry licensing.
- Proficient in Microsoft Office.
Benefits
- Flexible working hours.
- Opportunities for growth through acquiring FINRA Securities Licenses.
Hantz Group is a Michigan-based financial services company that works with individuals to help them achieve their financial goals. We use a Family Office concept that allows us to offer a multitude of services tailored to each individual client. Our team of professionals are experts in the different disciplines of one’s finances: Financial Planning and Retirement, Tax Strategy and Planning, Insurance (Life and Health), Property and Casualty Insurance (Personal and Business), Banking and Cash Management, Estate Planning, Asset Management, and Debt Strategies (Commercial and Consumer Lending). By using a holistic planning approach, each team attempts to coordinate superior outcomes for our clients and reduce the stress and time involved in handling their finances. This allows our clients to have more time to focus on what is most important for their families. The Hantz Group is strong both financially and operationally and committed to the growth of our employees and our clients. Our leadership team is transparent and encourages open and honest communication. We foster an inclusive culture that values our people as our greatest asset. The mission at Hantz Group is simple: Personal Growth. We believe that when we grow, our clients prosper.