About the role#
As a Planning Analyst Intern at Hantz Group, you will join our Family Office to gain hands-on experience in financial services. You will work alongside Financial Advisors to understand how insurance and tax planning impact client financial health. This position offers flexible hours to accommodate your academic schedule.
What you'll do#
- Act as a liaison between Financial Advisors and product providers.
- Review new business daily to ensure accuracy and compliance.
- Manage communications via phone and email to support the account funding process.
- Study for and obtain your Property and Casualty license.
- Follow all industry rules and regulations.
What you'll need#
- Current enrollment in a Bachelor degree program, preferably in Finance, Economics, or Business Administration.
- Interest in a long-term career within the financial services industry.
- Ability to work 20 to 25 hours per week.
- Proficiency in Microsoft Office.
- Strong time management skills and the ability to work independently.
- Strong oral and written communication skills.
Location & details#
- Location: Maumee, Ohio.
- Work modality: On-site.
- Term: Rolling.
- This is a paid internship.
How to get in at Hantz Group
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