
This Planning Analyst Intern role places candidates within the Family Office of Hantz Group, a Michigan-based financial firm managing over $11 billion in assets. The position involves acting as a liaison between Financial Advisors and product providers to ensure daily business transactions are accurate and compliant. Key responsibilities include reviewing new business for compliance, managing communications to support customer account funding, and studying for Property & Casualty licensing. The role is appealing due to its flexible schedule that accommodates degree completion, the opportunity to gain hands-on experience in a holistic financial planning environment, and clear pathways for professional growth through acquiring FINRA Securities Licenses. This is a hybrid opportunity based in Michigan or northern Ohio requiring 20 to 25 hours of availability per week.
