About the role#
As a Planning Analyst Intern at Hantz Group, you will join our Family Office to gain hands-on experience in the financial services industry. You will work alongside Financial Advisors to understand how insurance and tax planning support 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 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#
- Currently pursuing a Bachelor's degree.
- A strong interest in a career in financial services.
- Ability to work 20 to 25 hours per week.
- Strong analytical problem solving skills and attention to detail.
- Ability to obtain industry licensing.
- Proficiency in Microsoft Office.
- Strong written and oral communication skills.
- Ability to manage your time and work independently.
Location & details#
- This position is located in Saginaw, Michigan.
- This is an on-site, paid internship.
- Work schedule is flexible.
How to get in at Hantz Group
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