Talent.com
Planning Analyst - Intern
Planning Analyst - InternHantz Group • Maumee, OH, US
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group • Maumee, OH, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
  • Quick Apply
Descripción del trabajo

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.

We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

We offer a multitude of services tailored to each individual client.

We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. 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 The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach.
  • 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 Education/Knowledge & Skills: 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 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
  • 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
Crear una alerta de empleo para esta búsqueda

Planning Analyst - Intern • Maumee, OH, US

Ofertas similares

Business Administration Intern

JAM Best One Tire and ServiceToledo, OH, US
A tiempo completo

LOOKING FOR A FULL-TIME PAID INTERSHIP THIS SUMMER? THIS OPPORTUNITY IS FOR YOU!.Here at JAM Best One Fleet Service, our mission is to Create Raving Fans, and this is not just a commitment to our c...Mostrar más

 • Oferta promocionada

Safety Manager

Charles Taylor plcBowling Green, OH, United States
A tiempo completo

Charles Taylor Safety Solutions is seeking a Safety Manager in Bowling Green, OH.Project details: * 7 days a week, 10 hour days * 7-month project, May 1st start * Working with our client on-site.OS...Mostrar más

 • Oferta promocionada

CDL A Truck Drivers - Earn $103,000-$106,000 Annually

Hogan TransportationWillis, MI, United States
A tiempo completo

CDL-A Truck Drivers – Home Weekly – Earn $103,000-$106,000 Annually.CPM + $40 Per Stop; Starting Pay Based on Experience.Sign-On Bonus in 10 monthly payments for Experienced Drivers.Annual Mileage ...Mostrar más

 • Oferta promocionada

Retail Sales Associate

Ollie'S Bargain OutletBowling Green, OH, United States
A tiempo completo

Join our team and live the Ollie-tude!: (Ollie's Core Values) * BE A TEAM PLAYER- Associates are expected to be supportive and work together.BE CARING- How do I treat others with courtesy, dignity,...Mostrar más

 • Oferta promocionada

Lead DSP Transportation Specialist

ViaQuestBowling Green, OH, United States
A tiempo completo

Lead Transportation Specialist.Full-time, primarily 2nd shift.At ViaQuest Day & Employment Services we provide support to individuals with developmental disabilities within our Day Program.Training...Mostrar más

 • Oferta promocionada

Project Planner

Nooter ConstructionToledo, OH, United States
A tiempo completo

Perform routine scheduling assignments, which require the selection and application of resource monitoring principles, techniques and technical knowledge of construction projects in the Oil & Gas I...Mostrar más

 • Oferta promocionada

Supply Chain Intern (Summer & Fall 2026)

LibbeyToledo, OH, United States
A tiempo completo

Supply Chain Internship (Summer & Fall 2026 Semesters).Libbey is looking for an analytical and energetic student, who thrives on versatility and tackling challenges.This role will support the Mater...Mostrar más

 • Oferta promocionada

Scheduling Coordinator

Trilogy Health ServicesNorth Baltimore, OH, United States
A tiempo completo

JOIN TEAM TRILOGY At Trilogy, you'll experience a caring, supportive community that values each team member.We prioritize meaningful relationships, genuine teamwork, and continuous growth.With the ...Mostrar más

 • Oferta promocionada

Earn cash this Winter. Deliver with Uber!

Uber eatsDundee, MI, US
A tiempo completo +1

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...Mostrar más

 • Oferta promocionada

Remote Fintech Product Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationBowling Green, Ohio
Teletrabajo
A tiempo completo +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Mostrar más

 • Oferta promocionada

Team Coordinator

Dunham's SportsBowling Green, OH, United States
A tiempo completo

Provide excellent customer service is primary responsibility.Store opening and closing responsibilities.Merchandising, operational, and administrative functions within the store.Must have previous ...Mostrar más

 • Oferta promocionada

Business Administration Intern

Best-One Tire & ServiceToledo, OH, United States
A tiempo completo

Internship Opportunity at JAM Best One Fleet Service.Looking for a full-time paid internship this summer? This opportunity is for you! Here at JAM Best One Fleet Service, our mission is to create r...Mostrar más

 • Oferta promocionada

Senior Turnaround Scheduler

Nexus Engineering GroupToledo, OH, United States
A tiempo completo

Working under the Lead Turnaround Scheduler, the Senior Turnaround Scheduler supports turnaround planning and execution by working with Turnaround Management to develop a detailed, resource-loaded ...Mostrar más

 • Oferta promocionada

Remote Commercial Banking Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationBowling Green, Ohio
Teletrabajo
A tiempo completo +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Mostrar más

 • Oferta promocionada

Launch Demand Planner

DauchBowling Green, OH, United States
A tiempo completo

Supply Chain projects focused on improving how we plan, share information, and optimize resources.Your mission is to streamline processes, ensure efficient material flow, optimize inventory, and me...Mostrar más

 • Oferta promocionada

Store Supervisor - Urgently Hiring

Taco Bell - Hutchinson DriveBowling Green, OH, United States
A tiempo completo +1

Taco Bell - Hutchinson Drive is looking for a full time or part time Store Supervisor for our location in Waterville, OH.As a Store Manager, you will assist the General Manager in managing the oper...Mostrar más

 • Oferta promocionada

Supply Chain Planning Analyst

LaSalle NetworkToledo, OH, United States
Indefinido

Are you an analytical and strategic operational planning expert? If so, our partner is interested in adding you to their team! They are a growing CPG company, and this is an exciting opportunity to...Mostrar más

 • Oferta promocionada

Purchasing Co-Op

Dana Tm4Maumee, OH, United States
A tiempo completo

We are looking for motivated individuals to join our purchasing team for Summer 2026! This role supports the Purchasing team by managing supplier communications, coordinating quote packages and tec...Mostrar más