Talent.com
Planning Analyst - Intern
Planning Analyst - InternHantz Group • Bay City, MI, US
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group • Bay City, MI, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

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
  • Create a job alert for this search

    Planning Analyst • Bay City, MI, US

    Related jobs
    Planning Analyst - Intern

    Planning Analyst - Intern

    Hantz Group • Saginaw, MI, US
    Full-time
    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...Show more
    Last updated: 30+ days ago • Promoted
    Project Manager

    Project Manager

    Moltus Building Group • Hemlock, MI, US
    Full-time
    Lead Projects, Build Your Career.PM looking to take the next step.If you have hands-on experience with.Join a collaborative team where your experience matters, your leadership is valued, and your g...Show more
    Last updated: 30+ days ago • Promoted
    Operations Specialist, StyPoly - Midland

    Operations Specialist, StyPoly - Midland

    Trinseo • Midland, MI, United States
    Full-time
    Operations Specialist, StyPoly - Midland.This job exists to provide leadership, operational expertise, technical, mechanical and hands-on assistance for safe operation of the entire Styrene Polymer...Show more
    Last updated: 7 days ago • Promoted
    Summer 2026 Management Trainee Intern

    Summer 2026 Management Trainee Intern

    Enterprise Holdings • Saginaw, MI, US
    Full-time
    Enterprise Management Internship Program.If you're looking to hit the ground running, the Enterprise Management Internship will help you build valuable business and leadership skills.For a universi...Show more
    Last updated: 24 days ago • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

    Remote Senior Financial Analyst ($50-$60 / hour)

    Data Annotation • Saginaw, Michigan
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 13 days ago • Promoted
    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Saginaw, Michigan
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 13 days ago • Promoted
    Technical Writer

    Technical Writer

    US Tech Solutions, Inc. • Hemlock, MI, US
    Temporary
    Duration : 6-month contract with possible extension 100% onsite at Saginaw, MI OR University Center, MI 48710 OR Hemlock, MI 48626. Job Description : Develop, write, edit, and format technical document...Show more
    Last updated: 30+ days ago • Promoted
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Clio, Michigan, US
    Remote
    Temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...Show more
    Last updated: 30+ days ago • Promoted
    Technical Writer

    Technical Writer

    US Tech Solutions • Saginaw, MI, United States
    Temporary
    Duration : 7-month contract with Extension.Saginaw, MI OR University Center, MI 48710 OR Hemlock, MI 48626.Develop, write, edit, and format technical documentation that includes process manuals, sys...Show more
    Last updated: 1 day ago • Promoted
    Technical Writer I

    Technical Writer I

    Careers Integrated Resources Inc • Saginaw, MI, US
    Full-time
    Months + (Possibilities of extension).Tech Writer for a manufacturing company.Candidates must be able to hit the ground running writing SOP's. Develop, write, edit, and format technical documentatio...Show more
    Last updated: 18 days ago • Promoted
    Planning Analyst - in Saginaw

    Planning Analyst - in Saginaw

    Energy Jobline ZR • Saginaw, MI, United States
    Full-time
    Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub.We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy ...Show more
    Last updated: 1 day ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Saginaw, Michigan
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 13 days ago • Promoted
    Technical Writer

    Technical Writer

    TalentBurst, an Inc 5000 company • 48710, MI, US
    Temporary
    Location : 100% onsite at one of 3 locations : .Delta College (1961 Delta Rd, University Center, MI 48710).Horizons Conference Center (6200 State St, Saginaw, MI 48603). Hemlock Solar Plant (1885 N Orr...Show more
    Last updated: 20 days ago • Promoted
    PM&R Career in Central Michigan

    PM&R Career in Central Michigan

    McLaren Health Care • Bay City, US
    Full-time
    McLaren Bay Region hospital located in Bay City, Michigan, is recruiting a Physiatrist for an established service line that has supported our Bay region community for over 40 years.You will join an...Show more
    Last updated: 28 days ago • Promoted
    Remote Part-Time Survey Job – No Experience Needed, Up to $25 Each

    Remote Part-Time Survey Job – No Experience Needed, Up to $25 Each

    Earn Haus • Saginaw, MI, US
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show more
    Last updated: 1 day ago • Promoted
    Survey Taker : Earn up to $25 per survey (Remote)

    Survey Taker : Earn up to $25 per survey (Remote)

    Earn Haus • Midland, MI, US
    Remote
    Full-time +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...Show more
    Last updated: 1 day ago • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Vassar, Michigan, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
    Last updated: 23 days ago • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Saginaw, Michigan
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 13 days ago • Promoted