Tax Intern
Romeo, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Romeo, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Bay City, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Bay City, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Sault Sainte Marie, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Sault Sainte Marie, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Grandville, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Grandville, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Clinton, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Clinton, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Mount Pleasant, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Mount Pleasant, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Midland, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Midland, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Saginaw, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Saginaw, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Sault Sainte Marie, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Sault Sainte Marie, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Marquette, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Marquette, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Ann Arbor, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial advisory and wealth management company that ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Ann Arbor, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial advisory and wealth management company that ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Davison, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Davison, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Traverse City, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Traverse City, MI · On-site
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Romeo, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Romeo, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Okemos, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Okemos, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Tecumseh, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Tecumseh, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Midland, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Midland, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Canton, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Canton, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Bay City, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Bay City, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Tax Intern
Clinton Township, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Quick apply
Tax Intern
Clinton Township, MI · On-site
$15/hr
Tax Intern Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...
Financial Planner Intern information
What are some typical projects or tasks a financial planner intern can expect to work on during their internship?
As a Financial Planner Intern, you can expect to assist with creating and updating financial plans, conducting research on investment options, and preparing client meeting materials. Interns often support senior advisors by gathering and analyzing client data, helping with portfolio reviews, and tracking market trends. You may also have opportunities to sit in on client meetings, collaborate with team members on case studies, and participate in internal training sessions to deepen your industry knowledge.
What are the key skills and qualifications needed to thrive as a financial planner intern?
To thrive as a Financial Planner Intern, you need a basic understanding of financial principles, analytical skills, and progress toward a relevant degree such as finance, economics, or accounting. Familiarity with financial planning software (like eMoney or MoneyGuidePro), Microsoft Excel, and, in some cases, pursuit of certifications such as the CFP is often expected. Strong interpersonal communication, attention to detail, and a client-focused attitude set outstanding interns apart. These skills and qualities are vital for supporting advisors, accurately analyzing client portfolios, and building trust with clients.
What does a financial planner intern do?
A Financial Planner Intern supports experienced financial planners by assisting with research, preparing client reports, and helping to develop financial plans. They may also participate in client meetings, gather and analyze financial data, and learn about investment strategies, budgeting, and retirement planning. This role is designed to provide hands-on experience in the financial planning industry, allowing interns to gain practical knowledge and develop essential skills for a future career as a financial advisor.
What is the difference between Financial Planner Intern vs Financial Advisor?
| Aspect | Financial Planner Intern | Financial Advisor |
|---|---|---|
| Credentials | Typically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or Series 7 in progress | Often holds CFP, Series 7, or other professional certifications |
| Work Environment | Internship setting, often in financial firms or banks, focusing on learning and support tasks | Client-facing roles, providing financial advice and planning services |
| Employer & Industry Usage | Used in training programs, internships, and entry-level positions within financial services | Full-time professionals working directly with clients in financial planning firms or banks |
The main difference is that a Financial Planner Intern is an entry-level trainee gaining experience, while a Financial Advisor is a licensed professional providing financial advice to clients. Interns focus on learning and supporting roles, whereas advisors actively manage client portfolios and offer personalized financial planning services.
What are the most commonly searched types of Financial Planner jobs in Michigan? The most popular types of Financial Planner jobs in Michigan are:
What cities in Michigan are hiring for Financial Planner Intern jobs? Cities in Michigan with the most Financial Planner Intern job openings:
Job description
Tax Intern
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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients' taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.
As a Tax Intern, you will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. Our flexible working hours will allow you to gain valuable hands-on experience in the field while obtaining your degree. Full-time and part-time opportunities available, throughout the entire year.
Essential Job Functions:
Education/Knowledge & Skills:
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.
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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients' taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.
As a Tax Intern, you will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. Our flexible working hours will allow you to gain valuable hands-on experience in the field while obtaining your degree. Full-time and part-time opportunities available, throughout the entire year.
Essential Job Functions:
- Analyze Tax Liability
- Prepare Tax Projections
- Attend meetings and trainings
- Work with the Tax Team to assist in servicing clients
- Comply with all industry rules and regulations
- All other task assigned
Education/Knowledge & Skills:
- Ability to effectively manage competing priorities
- Strong sense of professional and personal accountability
- Basic computer skills and experience with Microsoft Office applications
- Strong written and verbal communication skills
- Strong work ethic
- Highly motivated and a self-starter
- Strong leadership qualities and an entrepreneurial spirit
- In pursuit of Bachelor's Degree in Accounting. Finance, or related field preferred
- Intentions of completing Enrolled Agent and/or Certified Publish Accountant license
- Ability to obtain active Preparer Tax Identification Number (PTIN)
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.
About Hantz Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Southfield, MI, US
Year founded
1998