Planning Analyst - Intern
Not Disclosed•InternOn-site
location_onDale’s Bar & Grill, 322, Conant Street, Maumee Uptown Historic District, Maumee, Lucas County, Ohio, 43537, United States
About Hantz Group
Hantz Group is a Michigan-based financial company and Family Office managing over $11 billion in assets. With more than 20 offices and 600 employees, we deliver a team of experts in specific disciplines who collaborate to coordinate superior outcomes for our clients. Our holistic approach to financial planning recognizes that every area of a client's situation impacts the others. By reducing stress and saving time, we enable our clients to focus on what is most important for their families.
About the Role
As a Planning Analyst Intern, you will be integrated directly into our Family Office. This role is designed to broaden your knowledge of the financial services industry, specifically highlighting the critical role of tax planning and insurance in a client's overall financial health. Working closely with our Financial Advisors, you will serve as a liaison between advisors and product providers, gaining valuable hands-on experience while completing your degree.
Our flexible working hours allow you to balance your academic responsibilities with professional growth. This position offers a unique opportunity to study for and obtain your Property & Casualty license, with potential pathways to acquire FINRA Securities Licenses as you grow within the organization.
Hiring Process
Hantz Group is a growing organization with opportunities across multiple offices in Michigan and northern Ohio. Interested individuals are asked to apply to only one position; other opportunities can be discussed if an interview invitation is extended.
Work location
Work model: On-site
Dale’s Bar & Grill, 322, Conant Street, Maumee Uptown Historic District, Maumee, Lucas County, Ohio, 43537, United States
Maumee, Ohio
Key Responsibilities
- check_circleStudy for and obtain Property & Casualty insurance license
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Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Office, Property & Casualty License, Finra Securities Licenses.
Education: Pursuing a Bachelor's Degree.
Frequently asked questions about Planning Analyst - Intern at Hantz Group
What does a Planning Analyst - Intern at Hantz Group do?expand_more
Day-to-day, the Planning Analyst - Intern at Hantz Group will study for and obtain property & casualty insurance license; comply with all industry rules and regulations; review new business for accuracy and compliance, then follow up to settle transactions; and manage a caseload of communications via phone and email to support customer account funding.
What are the requirements for this Planning Analyst - Intern role?expand_more
Hantz Group is looking for candidates who meet the following requirements: Pursuing a Bachelor's Degree; Availability to work 20-25 hours a week; Proficient in Microsoft Office; and Ability to complete industry licensing.
Where is the Planning Analyst - Intern role at Hantz Group located?expand_more
Planning Analyst - Intern at Hantz Group is based in Dale’s Bar & Grill, 322, Conant Street, Maumee Uptown Historic District, Maumee, Lucas County, Ohio, 43537, United States. This is a on-site role.