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.
- Asset Management
- Financial Planning and Retirement
- Insurance
- Tax Strategy and Planning
- Cash Flow Analysis
- Debt Strategies
- Estate Planning
- Property and Casualty Insurance
At the Hantz Group we strive to live our mission of personal growth daily. You can expect our fast paced, ever changing environment to challenge you every day. You’ll have the opportunity to develop a network of motivated individuals all striving towards growth not only within the business, but in every aspect of their lives.
As an Intern, you will experience every area of our Family Office. This internship allows you the opportunity to explore various aspects of our company.
- Studying for and obtaining Property & Casualty license
- Develop and fine-tune presentation skills through a classroom setting
- Learning and presenting scripts revolving around an initial client meeting
- Assisting tax team with tax projections and gain knowledge around tax preparation
- Preparing portfolio analysis to be used in client meetings
- Gain knowledge on how to utilize company software as it relates to financial planning
- Beginning the client acquisition process through phoning activities
- Opportunities to sit in on various types of client meetings
- Attend weekly Lunch and Learns with various upper management personnel
- All other task assigned
- Pursuing a Bachelor’s Degree
- Strong oral and written communication skills
- Ability to manage time effectively and work independently
- Detail oriented and strong analytical problem solving skills
- Ability to take constructive criticism and adjust accordingly
- 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.
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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.
