# Planning Analyst - Intern at Hantz Group in Tecumseh,…

> Planning Analyst - Intern at Hantz Group in Tecumseh, Michigan, United States. Category: Data & Analytics Jobs. View full job details and apply now on…

Planning Analyst - Intern

# Planning Analyst - Intern

Hantz Group

## Job Description

Job Description

Planning Analyst Intern

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

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

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.

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Posted September 13, 2026

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