About the role#
As a Planning Analyst Intern at Hantz Group, you will join our Family Office team. You will work alongside Financial Advisors to learn how tax planning and insurance impact a client's financial health. This internship provides hands-on experience in the financial services industry while you complete your degree.
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 through phone calls and emails to support account funding.
- 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 in Business Administration, Finance, or Economics.
- A genuine interest in a career within financial services.
- Availability to work 20 to 25 hours per week.
- Strong oral and written communication skills.
- Proficiency in Microsoft Office.
- Ability to work independently and solve problems with attention to detail.
Location & details#
- This position is based in Traverse City, Michigan.
- The role is on-site.
- This is a paid, part-time internship with a rolling term.
How to get in at Hantz Group
Intern Insider's per-company playbook.
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.
