- Insurance
- 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
- 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
-
Sr. Planning Analyst
3 weeks ago
The Henry Ford Health System Hamtramck, United States Full timeSenior Planning Analyst provides analytical support to the full range of strategic and business planning initiatives and develops increasing project management capabilities and strategic focus. PRINCIPLE DUTIES AND RESPONSIBILITIES: Leads groups thro Planning Analyst, Planning, P ...
-
Financial Planning Analyst
3 weeks ago
Owl Clarkston, United StatesJob Description · Job Description · Who We Are · OWL Services is the premier sales, installation, program management and service provider to retail, commercial, fleet, aviation and marine, and emergency power generation companies across the U.S. · With 33 offices and distribut ...
-
Financial Planning and Analysis Senior Analyst
3 weeks ago
The Edge Group Farmington Hills, United StatesFP&A Senior Analyst · Farmington Hills, MI · Our client, a large automotive supplier based in Farmington Hills, MI, has a new opportunity for an FP&A Senior Analyst. This position will provide financial and business analysis support for use in making decisions critical to the suc ...
-
Financial Planning and Analysis Senior Analyst
2 weeks ago
The Edge Group Farmington Hills, United StatesFP&A Senior Analyst · Farmington Hills, MI · Our client, a large automotive supplier based in Farmington Hills, MI, has a new opportunity for an FP&A Senior Analyst. This position will provide financial and business analysis support for use in making decisions critical to the suc ...
-
Senior Financial Planning Analyst
5 days ago
Wolters Kluwer Garden City, United StatesWolters Kluwer · Senior Financial Planning Analyst · Boise , · Idaho · Apply Now · With nearly two centuries of experience, Wolters Kluwer provides information and professional services for accounting, audit, business, compliance, finance, healthcare, legal, risk, and tax in ...
-
Financial Planning and Analysis Senior Analyst
3 weeks ago
The Edge Group Farmington, United StatesFP&A Senior Analyst · Farmington Hills, MI · Our client, a large automotive supplier based in Farmington Hills, MI, has a new opportunity for an FP&A Senior Analyst. This position will provide financial and business analysis support for use in making decisions critical to the s ...
-
Financial Planning and Analysis Senior Analyst
3 weeks ago
The Edge Group Farmington, United StatesFP&A Senior Analyst · Farmington Hills, MI · Our client, a large automotive supplier based in Farmington Hills, MI, has a new opportunity for an FP&A Senior Analyst. This position will provide financial and business analysis support for use in making decisions critical to the s ...
-
US - Business Planning Analyst
3 weeks ago
eTeam Garden City, United StatesPay Range: $25 - $30/hr on W2 · Business Management Data Analyst/Developer · Job Description: · The US Client Category Business Management team has an exciting opportunity for a role focused on data analysis, systems development and operational support to drive eCommerce busi ...
-
Sr. Analyst Financial Planning
2 weeks ago
Lincoln Electric Holdings, Inc. Utica, United StatesThis position supports the business activities of the site including areas related to financial reporting, budgeting and forecasting, and supporting the accounting functions provided by the LEA Shared Services Center (SSC) as well as maintaining a st Analyst, Financial Planning, ...
-
US - Business Planning Analyst
2 weeks ago
eTeam Garden City, United StatesPay Range: $25 - $30/hr on W2 · Business Management Data Analyst/Developer · Job Description:The US Client Category Business Management team has an exciting opportunity for a role focused on data analysis, systems development and operational support to drive eCommerce business ...
-
Sr. Analyst Financial Planning
2 weeks ago
Lincoln Electric Utica, United StatesLincoln Electric is the world leader in the engineering, design, and manufacturing of advanced arc welding solutions, automated joining, assembly and cutting systems, plasma and oxy-fuel cutting equipment, and has a leading global position in brazing and soldering alloys. Lincoln ...
-
Sr. Analyst Financial Planning
1 week ago
Lincoln Electric Utica, United StatesLincoln Electric is the world leader in the engineering, design, and manufacturing of advanced arc welding solutions, automated joining, assembly and cutting systems, plasma and oxy-fuel cutting equipment, and has a leading global position in brazing and soldering alloys. Lincoln ...
-
Analyst II Financial Planning
3 weeks ago
NSF Ann Arbor, United StatesJob Description · NSF is looking to add an Analyst II FP&A to our growing finance team. You'll be responsible for collaborating with senior Finance leaders to lead the financial portion of portfolio framework process for the Health Sciences business unit. · ResponsibilitiesDriv ...
-
General Motors Warren, United StatesHybrid. This role is categorized as hybrid. This means the successful candidate is expected to report to Warren three times per week, at minimum [or other frequency dictated by the business]. The Role. The ME Body Planning Financial Analyst is part o Finance Analyst, Manufacturin ...
-
Resolution & Recovery Planning Analyst
1 week ago
Huntington National Bank Detroit, United States Paid WorkSummary: · Huntington's Resolution & Recovery Planning Office is seeking a Resolution & Recovery Planning Analyst to join the Resolution & Recovery Planning Team. The Resolution & Recovery Planning Office is responsible for the end-to-end development and delivery of Huntington's ...
-
Analyst II Financial Planning
3 weeks ago
NSF International Ann Arbor, United StatesNSF is looking to add an Analyst II FP&A to our growing finance team. You'll be responsible for collaborating with senior Finance leaders to lead the financial portion of portfolio framework process for the Health Sciences business unit. · ...
-
Analyst II Financial Planning
3 weeks ago
NSF International Ann Arbor, United StatesNSF is looking to add an Analyst II FP&A to our growing finance team. You'll be responsible for collaborating with senior Finance leaders to lead the financial portion of portfolio framework process for the Health Sciences business unit. · Helping diverse candidates find great ca ...
-
Senior Analyst, Financial Planning and Analysis
3 weeks ago
National Rural Utilities Cooperative Sterling, United StatesSenior Analyst, Financial Planning & Analysis · Join a member-driven leader in a fast-paced, challenging and collaborative environment with the shared mission of supporting America's network of rural electric cooperatives. Since its formation in 1969, National Rural Utilities Co ...
-
Sr. Analyst of Financial Planning and Analysis
3 weeks ago
Piper Companies Sterling, United StatesPiper Companies is seeking a · Senior Analyst of Financial Planning & Analysis · to join a premier financial cooperation based in · Sterling, VA . The · Sr. FP&A Analyst · will own a variety of financial activities including leading the processes of budgeting, forecasting, b ...
-
Sr. Analyst of Financial Planning and Analysis
3 weeks ago
Zachary Piper Solutions Sterling, United StatesPiper Companies is seeking a Senior Analyst of Financial Planning & Analysis to join a premier financial cooperation based in Sterling, VA . The Sr. FP&A Analyst will own a variety of financial activities including leading the processes of budgeting, forecasting, building fin ...
Planning Analyst - Southfield, United States - Hantz Group
Description
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.
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
*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:
Education / Knowledge & Skills:
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#J-18808-Ljbffr