Planning Analyst Intern

Job overview

Planning Analyst Intern is an onsite internship in Maumee, OH. Compensation is not specified. Hantz Group is a financial company and family office providing coordinated financial services to individuals and businesses. The intern supports financial advisors and product providers by reviewing new business for accuracy and compliance, managing communications, and helping complete account funding transactions. The role offers hands-on exposure to financial services while the intern pursues a degree and industry licensing.

What you'll do

• Liaise between financial advisors and product providers
• review new business for accuracy and compliance
• follow up to complete and settle transactions
• manage phone and email communications related to customer account funding
• study for and obtain a Property and Casualty license
• comply with industry rules and regulations
• perform other assigned tasks.

What we're looking for

Skills & competencies

planning analyst intern

financial services

financial planning

family office

advisor support

compliance review

property and casualty license

maumee oh

hantz group

flexible working hours

20–25 hours weekly

Work arrangement

• Weekend coverage required

About the employer

Hantz Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.