Planning Analyst - Intern

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    "description_html": "<span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:17pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Planning Analyst Intern</span></span></span></span></b></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><a><span style=\"font-family:'Cambria Math', serif;\">Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. </span></a><span style=\"font-family:'Cambria Math', serif;\">We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. </span><span style=\"font-family:'Cambria Math', serif;\">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.</span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b> </b><b><span style=\"font-size:16pt;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Areas of Focus:</span></span></span></b></span></span></span></span></span></span></span></div><table class=\"Table\" style=\"width:654px;border-collapse:collapse;\" width=\"654\"><tbody><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Asset Management</span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Financial Planning and Retirement</span></span></span></span></span></li></ul></td></tr><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Insurance </span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Tax Strategy and Planning</span></span></span></span></span></li></ul></td></tr><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Cash Flow Analysis</span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Debt Strategies</span></span></span></span></span></li></ul></td></tr><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:1px;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Estate Planning</span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:1px;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Property and Casualty Insurance</span></span></span></span></span></li></ul></td></tr></tbody></table> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><a><b><span style=\"font-size:16pt;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">The Holistic Approach to Financial Planning</span></span></span></b></a></span></span></span></span></span></span></span></div><span style=\"font-size:10pt;\"><span><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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.</span> </span></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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. </span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Essential Job Functions:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Work as a Liaison for Financial Advisors and Product Providers </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Studying for and obtaining Property & Casualty license</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Opportunities for growth through acquiring FINRA Securities Licenses available</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Comply with all Industry Rules and Regulations</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">All other tasks as assigned</span></span></span></span></span></li></ul> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Education/Knowledge & Skills:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Pursuing a Bachelor’s Degree</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Interest in pursuing a career in financial services</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Availability to work 20-25 hours a week</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong oral and written communication skills</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Effective time management skills and able to work independently </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Detail oriented and strong analytical problem solving skills</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Ability to complete industry licensing </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Ability to use constructive criticism to positively influence work       </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Proficient in Microsoft Office </span></span></span></span></span></li></ul><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-size:8pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">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.</span></span></span></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">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.</span></span></span></b></span></span></span></span><br><br><br><br><br> ",
    "description_text": "Planning Analyst Intern\n 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.\n    Areas of Focus:\n Asset Management\n Financial Planning and Retirement\n Insurance\n Tax Strategy and Planning\n Cash Flow Analysis\n Debt Strategies\n Estate Planning\n Property and Casualty Insurance\n   The Holistic Approach to Financial Planning\n 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.\n 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.\n  Essential Job Functions:\n Work as a Liaison for Financial Advisors and Product Providers\n 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\n 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\n Studying for and obtaining Property & Casualty license\n Opportunities for growth through acquiring FINRA Securities Licenses available\n Comply with all Industry Rules and Regulations\n All other tasks as assigned\n   Education/Knowledge & Skills:\n Pursuing a Bachelor’s Degree\n Interest in pursuing a career in financial services\n Availability to work 20-25 hours a week\n Strong oral and written communication skills\n Effective time management skills and able to work independently\n Detail oriented and strong analytical problem solving skills\n Ability to complete industry licensing\n Ability to use constructive criticism to positively influence work\n Proficient in Microsoft Office\n 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.\n 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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      "datePosted": "2026-06-22",
      "description": "<span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:17pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Planning Analyst Intern</span></span></span></span></b></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><a><span style=\"font-family:'Cambria Math', serif;\">Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. </span></a><span style=\"font-family:'Cambria Math', serif;\">We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. </span><span style=\"font-family:'Cambria Math', serif;\">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.</span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b> </b><b><span style=\"font-size:16pt;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Areas of Focus:</span></span></span></b></span></span></span></span></span></span></span></div><table class=\"Table\" style=\"width:654px;border-collapse:collapse;\" width=\"654\"><tbody><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Asset Management</span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Financial Planning and Retirement</span></span></span></span></span></li></ul></td></tr><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Insurance </span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Tax Strategy and Planning</span></span></span></span></span></li></ul></td></tr><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Cash Flow Analysis</span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:0.1in;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Debt Strategies</span></span></span></span></span></li></ul></td></tr><tr><td style=\"width:266px;padding:4px 4px 4px 4px;height:1px;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Estate Planning</span></span></span></span></span></li></ul></td><td style=\"width:388px;padding:4px 4px 4px 4px;height:1px;\" valign=\"top\"><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Property and Casualty Insurance</span></span></span></span></span></li></ul></td></tr></tbody></table> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><a><b><span style=\"font-size:16pt;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">The Holistic Approach to Financial Planning</span></span></span></b></a></span></span></span></span></span></span></span></div><span style=\"font-size:10pt;\"><span><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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.</span> </span></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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. </span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Essential Job Functions:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Work as a Liaison for Financial Advisors and Product Providers </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">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</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Studying for and obtaining Property & Casualty license</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Opportunities for growth through acquiring FINRA Securities Licenses available</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Comply with all Industry Rules and Regulations</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">All other tasks as assigned</span></span></span></span></span></li></ul> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Education/Knowledge & Skills:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Pursuing a Bachelor’s Degree</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Interest in pursuing a career in financial services</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Availability to work 20-25 hours a week</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong oral and written communication skills</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Effective time management skills and able to work independently </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Detail oriented and strong analytical problem solving skills</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Ability to complete industry licensing </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Ability to use constructive criticism to positively influence work       </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Proficient in Microsoft Office </span></span></span></span></span></li></ul><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-size:8pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">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.</span></span></span></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">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.</span></span></span></b></span></span></span></span><br><br><br><br><br> ",
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