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Financial Planning Analyst Jobs in Michigan (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Traverse City, MI · On-site

$15.25 - $19.75/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Saginaw, MI · On-site

$13 - $15/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Tecumseh, MI · On-site

$15.25 - $19.75/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Mount Pleasant, MI · On-site

$14.25 - $18.50/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13 - $15/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Midland, MI · On-site

$13 - $15/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Marquette, MI · On-site

$15 - $19.50/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Mount Pleasant, MI · On-site

$14.25 - $18.50/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Bay City, MI · On-site

$13 - $15/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Bay City, MI · On-site

$13 - $15/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Tecumseh, MI · On-site

$15.25 - $19.75/hr

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Saginaw, MI · On-site

Planning Analyst 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 ...

Hantz Group

Planning Analyst - Intern

Traverse City, MI · On-site

$15.25 - $19.75/hr

Planning Analyst 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 ...

Venteon

FP&A Analyst

Auburn Hills, MI · On-site

3 plus years of Financial Planning & Analysis experience Venteon Finance is currently seeking an FP&A Analyst for a leading manufacturing company located in the metro Detroit area. The ideal ...

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All JobsFinancial Planning Analyst JobsFinancial Planning Analyst Jobs in Michigan

Financial Planning Analyst information

See Michigan salary details

$39.7K

$79.4K

$126.8K

How much do financial planning analyst jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial planning analyst in Michigan is $79,440.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,300.00 and $93,700.00 per year, depending on experience, location, and employer.

What does a financial planning analyst do?

A financial planning analyst looks at economic trends, relevant laws, and other factors, and uses the data to create a viable financial model for a client. Usually, you work to help a company decide how best to invest its money. In this position, your job duties include working with the accounting department to keep track of finances. You need strong analytical skills, the ability to sift through a large amount of data, and strong mathematical skills. The educational qualifications vary, but often involve a bachelor’s degree in finance planning or statistics. Prior experience with the stock market as a private broker also helps.

What are the key skills and qualifications needed to thrive as a financial planning analyst?

To thrive as a Financial Planning Analyst, you need strong analytical skills, financial modeling expertise, and a solid understanding of accounting and finance, typically supported by a bachelor's degree in finance or a related field. Proficiency with Excel, financial planning software (such as Hyperion or Adaptive Insights), and familiarity with ERP systems are commonly required, and certifications like CFA or CPA can be advantageous. Exceptional attention to detail, effective communication, and the ability to work collaboratively make candidates stand out in this role. These skills and qualities are crucial for producing accurate financial forecasts, supporting strategic business decisions, and ensuring effective cross-functional collaboration.

What are some common challenges financial planning analysts face when working with cross-functional teams?

Financial Planning Analysts often collaborate with departments like sales, marketing, and operations to gather data and create accurate forecasts. One common challenge is aligning financial goals with differing departmental priorities and ensuring clear communication of complex financial concepts to non-financial colleagues. Successful analysts develop strong interpersonal skills and proactively seek input from various stakeholders to create realistic and actionable plans. Overcoming these challenges fosters teamwork and leads to more effective business strategies.

What is the difference between Financial Planning Analyst vs Financial Analyst?

AspectFinancial Planning AnalystFinancial Analyst
Primary FocusBudgeting, forecasting, financial planning, and strategic analysisFinancial data analysis, investment evaluation, and reporting
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are commonBachelor's degree in finance, economics, or related; CFA certification often preferred
Work EnvironmentCorporate finance departments, financial planning firms, or consultingInvestment firms, banks, corporate finance teams, or asset management

While both roles involve financial analysis, the Financial Planning Analyst primarily focuses on budgeting, forecasting, and strategic financial planning within organizations. The Financial Analyst tends to concentrate on analyzing financial data, evaluating investments, and preparing reports. Both roles often require similar credentials and work in related environments, but their core responsibilities differ in scope and purpose.

Is a financial planning analyst an entry-level job?

A financial planning analyst is often an entry-level position that requires a bachelor's degree in finance, accounting, or a related field. It typically involves tasks such as data analysis, financial modeling, and supporting senior analysts, with some roles requiring relevant internships or certifications like the CFP or CFA. Advancement usually depends on experience, skills, and additional certifications.
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For Financial Planning Analyst jobs in Michigan, the most frequently searched job titles are:

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Financial Planning Analyst jobs near you
Infographic showing various Financial Planning Analyst job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $79,440 per year, or $38.2 per hour.

Planning Analyst - Intern

Hantz Group

Traverse City, MI • On-site

$15.25 - $19.75/hr

Internship

Re-posted yesterday

Job description

Planning Analyst 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.
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
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.
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.
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

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.

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