Insurance
*Banking & Cash Management
*Estate Planning
*Financial Planning & Retirement
*Tax Strategy and Planning
*Debt (Commercial and Consumer Lending)
*Property & Casualty Insurance (Personal & Business)
As a Planning Analyst, 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. Your work will include, but is not limited to:
Essential Job Functions:
· Assist in booking appointments
· Participate in meeting prep
· Assist advisors with client services
· Coordinate business and meetings with advisors, tax team and estate planners
· 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
Hantz Group's headquarters is located in Southfield, Michigan. We maintain additional offices serving communities in Northern Michigan, Mid-Michigan, the Capital area, Metro Detroit, Southern Michigan, and the Toledo and Cleveland markets.
THIS POSITIONS IS AVAILABLE AT OUR OFFICES THROUGHOUT MICHIGAN AND NORTHERN OHIO