1 Planning Analyst - Intern Job in Saginaw, MI
Hantz Group is Hiring a Planning Analyst - Intern Near Saginaw, MI
Areas of Focus:
- Asset Management
- Financial Planning and Retirement
- Insurance
- Tax Strategy and Planning
- Cash Flow Analysis
- Debt Strategies
- Estate Planning
- Property and Casualty Insurance
As a Planning Analyst Intern, you will be integrated into the Family Office. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client’s overall financial health. Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.
Essential Job Functions:
- Work as a Liaison for Financial Advisors and Product Providers
- Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
- Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
- Studying for and obtaining Property & Casualty license
- Opportunities for growth through acquiring FINRA Securities Licenses available
- Comply with all Industry Rules and Regulations
- All other tasks as assigned
- Pursuing a Bachelor’s Degree
- Interest in pursuing a career in financial services
- Availability to work 20-25 hours a week
- Strong oral and written communication skills
- Effective time management skills and able to work independently
- Detail oriented and strong analytical problem solving skills
- Ability to complete industry licensing
- Ability to use constructive criticism to positively influence work
- Proficient in Microsoft Office
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.Powered by JazzHR
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Job Summary
Intern
$71k-86k (estimate)
07/04/2024
08/01/2024
hantzgroup.com
Southfield, MI
500 - 1,000
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The job skills required for Planning Analyst - Intern include Planning, Financial Planning, Microsoft Office, Financial Services, Problem Solving, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Planning Analyst - Intern. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Planning Analyst - Intern. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Planning Analyst - Intern positions, which can be used as a reference in future career path planning. As a Planning Analyst - Intern, it can be promoted into senior positions as a Strategic Planning Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Planning Analyst - Intern. You can explore the career advancement for a Planning Analyst - Intern below and select your interested title to get hiring information.
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