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Financial Planning Assistant: Path to Advisor

Job in Marquette, Marquette County, Michigan, 49855, USA
Listing for: Hantz Group
Full Time position
Listed on 2025-12-17
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 35000 - 50000 USD Yearly USD 35000.00 50000.00 YEAR
Job Description & How to Apply Below
A financial services organization based in Michigan is seeking a Financial Planning Assistant to join their team. The role involves assisting advisors with appointment bookings, marketing service opportunities, and preparing documentation for client meetings. Strong communication and organizational skills are essential, along with a High School Diploma or GED. The company offers comprehensive benefits including health insurance and paid time off.

Ideal candidates should be prepared to obtain required licenses.
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