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Wealth Management Analyst Intern Jobs (NOW HIRING)

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Financial Analyst Intern

Hickory, NC

$16 - $20.75/hr

Financial Analyst Intern (Military Career Skills Program / SkillBridge) Job Type: Full-Time ... Finance About ALG Senior ALG Senior provides management and consulting services to more than 130 ...

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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Wealth Management Analyst Intern information

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How much do wealth management analyst intern jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for wealth management analyst intern in the United States is $20.85, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $24.04 per hour, depending on experience, location, and employer.

What is the difference between Wealth Management Analyst Intern vs Wealth Management Associate?

AspectWealth Management Analyst InternWealth Management Associate
CredentialsTypically pursuing or recent graduate, some certifications optionalOften holds relevant certifications or licenses (e.g., Series 7, 66)
Work EnvironmentInternship, temporary, learning-focusedFull-time, client-facing, more responsibility
Employer & Industry UsageUsed in financial firms, banks, and wealth management companies for entry-level rolesFull-time role in similar firms, with more advanced duties

While both roles involve supporting wealth management teams, the Wealth Management Analyst Intern is an entry-level, temporary position focused on learning and assisting with research, whereas the Wealth Management Associate is a full-time role with greater responsibilities in client service and portfolio management.

What cities are hiring for Wealth Management Analyst Intern jobs? Cities with the most Wealth Management Analyst Intern job openings:
What states have the most Wealth Management Analyst Intern jobs? States with the most job openings for Wealth Management Analyst Intern jobs include:
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group

Bay City, MI • On-site

$13 - $15/hr

Other

Re-posted 22 days ago


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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