About the role#
As a Planning Analyst Intern at Hantz Group, you will work within our Family Office to support our financial planning services. You will work closely with Financial Advisors to gain hands-on experience in the financial services industry, specifically regarding tax planning and insurance. This role offers flexible hours to help you balance your professional development with 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.
- Manage communications via phone and email to support the funding of customer accounts.
- Study for and obtain your Property & Casualty license.
- Follow all industry rules and regulations.
What you'll need#
- Currently pursuing a Bachelor’s degree in Finance, Business Administration, or Accounting.
- An interest in a long-term career in financial services.
- Availability to work 20-25 hours per week.
- Strong attention to detail and analytical problem-solving skills.
- Proficiency in Microsoft Office.
- The ability to accept constructive criticism and use it to improve your work.
- Strong oral and written communication skills with the ability to work independently.
Location & details#
- Location: Sault Ste. Marie, Michigan.
- Work Modality: On-site.
- This is a paid, part-time internship with a rolling term.
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.
