About the role#
As a Planning Analyst Intern, you will join our Family Office to gain hands-on experience in the financial services industry. You will work directly with Financial Advisors to learn how tax planning and insurance contribute to a client's overall financial health. This role offers flexible hours to accommodate your degree program.
What you'll do#
- Act as a liaison between Financial Advisors and product providers.
- Review new business daily to ensure accuracy and compliance.
- Follow up with providers and advisors to settle transactions.
- Manage a caseload of communications, including emails and phone calls, to support the funding process for customer accounts.
- Study for and obtain your Property & Casualty license.
- Comply with all industry rules and regulations.
What you'll need#
- Currently pursuing a Bachelor's degree.
- A genuine interest in a career in financial services.
- Availability to work 20 to 25 hours per week.
- Proficiency in Microsoft Office.
- Strong analytical, communication, and time management skills.
- Ability to work independently and use feedback to improve your work.
Location & details#
- Location: Tecumseh, Michigan.
- This is an on-site, paid internship.
- The position operates on a rolling basis.
About Hantz Group
Hantz Group is a financial services company based in Southfield, Michigan. Founded in 1998, the firm operates as a privately held entity with 501 to 1,000 employees. It provides services including financial planning, tax strategy, insurance, banking, and estate planning. The company uses a family office model to coordinate these services for individual clients.
How to get in at Hantz Group
Securing an internship at Hantz Group requires speed because early applicants often reach recruiters before the volume of candidates becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, which helps you apply among the first. This timing often ensures your application is reviewed while the pool is still small. You should aim to be one of the first to submit your materials to gain this advantage. Beyond the initial application, reaching out to the right person can help you stand out. Intern Insider surfaces the recruiters behind the company roles so you can contact them directly to ask about the position or a potential referral. This direct approach often improves your response rates compared to waiting in a standard queue.
