Careers

Planning Analyst – Part Time Internship throughout the School Year

The Opportunity

At the Hantz Group we strive to live our mission of personal growth daily. You can expect our fast paced, ever changing environment to challenge you every day. You’ll have the opportunity to develop a network of motivated individuals all striving towards growth not only within the business, but in every aspect of their lives.

About the Company:

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 offers 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
  • Insurance (Life and Health)
  • Tax Strategy and Planning
  • Estate Planning
  • Financial Planning and Retirement
  • Property and Casualty Insurance (Personal and Business)
  • Debt (Commercial and Consumer Lending)
  • Banking and Cash Management

Your Role:

As a Planning Analyst, 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. Your work will include, but is not limited to:

  • Assist in booking appointments
  • Participate in meeting prep
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • Other tasks as assigned

Qualifications:

  • 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 use constructive criticism to positively influence work
  • Proficient in Microsoft Office

To apply, please submit resumes to Resumes@HantzGroup.com and include the position you are applying for in the subject line

HantzGroupsm is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, marital status, height, or weight. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors.