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.
Top Skills
What We Do
Hantz Group is a Michigan-based financial services company that works with individuals to help them achieve their financial goals. We use a Family Office concept that allows us to offer a multitude of services tailored to each individual client. Our team of professionals are experts in the different disciplines of one’s finances: Financial Planning and Retirement, Tax Strategy and Planning, Insurance (Life and Health), Property and Casualty Insurance (Personal and Business), Banking and Cash Management, Estate Planning, Asset Management, and Debt Strategies (Commercial and Consumer Lending). By using a holistic planning approach, each team attempts to coordinate superior outcomes for our clients and reduce the stress and time involved in handling their finances. This allows our clients to have more time to focus on what is most important for their families.
The Hantz Group is strong both financially and operationally and committed to the growth of our employees and our clients. Our leadership team is transparent and encourages open and honest communication. We foster an inclusive culture that values our people as our greatest asset.
The mission at Hantz Group is simple: Personal Growth. We believe that when we grow, our clients prosper.
