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 contribute to a client's overall financial health. This role offers flexible hours to accommodate your degree program.
What you'll do#
- Serve as a liaison between Financial Advisors and product providers.
- Review new business daily to ensure accuracy and compliance.
- Follow up with advisors and providers to settle transactions.
- Manage communications through phone and email to support account funding.
- Study for and obtain your Property and Casualty license.
- Follow all industry rules and regulations.
What you'll need#
- Current enrollment in a Bachelor's degree program.
- Interest in a career within the financial services industry.
- Strong analytical and problem-solving skills with high attention to detail.
- Ability to work independently and manage your time effectively.
- Openness to constructive criticism to improve your work.
- Proficiency in Microsoft Office.
Location & details#
- Location: Midland, Michigan.
- Work schedule: 20 to 25 hours per week.
- Modality: On-site.
- This position is paid.
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.
