Planning Analyst Intern

Job overview

The Planning Analyst Intern role is onsite in Saginaw, MI. Compensation is listed as $13–$15 per year. Hantz Group is a Michigan-based financial company and family office that provides financial services to individuals and businesses. Working with financial advisors, the intern reviews new business for accuracy and compliance, follows up on transactions, and supports account funding. The role provides hands-on exposure to financial services, tax planning, and insurance while the intern pursues a degree.

What you'll do

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

What we're looking for

Skills & competencies

planning analyst intern

financial planning

asset management

tax planning

insurance

saginaw mi

hantz group

financial services

property & casualty license

20–25 hours weekly

Work arrangement

• Weekend coverage required

Why this role

The posting requests a candidate pursuing a bachelor’s degree and availability for 20–25 hours per week; flexible working hours are described as supporting study while gaining experience.

About the employer

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