Financial Planning Associate. Marquette Move Collective

Join Our Team as a Financial Planning Associate!

At Hantz Group, we are committed to helping individuals and businesses achieve their financial dreams. As a leading financial firm managing over $11B+ in assets, we pride ourselves on our holistic approach to financial planning. With more than 20 offices and a dedicated team of over 600 professionals, our goal is to simplify financial management for our clients, allowing them to focus on what truly matters.

As a Financial Planning Associate, you will be an essential part of a collaborative team working alongside Financial Advisors and other Specialists. This role encompasses a variety of responsibilities tailored to meet the evolving needs of our financial planning practice, providing you with opportunities for growth and advancement within the company.

• Schedule appointments for advisors to optimize client engagement.
• Prepare informative declaration page quote sheets for client meetings.
• Promote property/casualty insurance service opportunities effectively.
• Support advisors with exceptional client service and follow-up.
• Coordinate meetings and correspondence with advisors, tax teams, and estate planners.
• Identify and pursue business opportunities through proactive marketing efforts.
• Adhere to all industry rules and regulations to maintain compliance.
• Assist with various tasks as assigned to support team objectives.

• High School Diploma/GED is required.
• Excellent oral and written communication skills.
• Strong organizational abilities to manage multiple tasks.
• Basic database management skills.
• Proficient in Microsoft Office applications.
• Able to obtain required licenses, which we will sponsor on a loan basis.

• Comprehensive Health, Dental, and Vision Insurance.
• Generous Paid Time Off for work-life balance.
• 401K plan to help secure your financial future.
• Voluntary Life and Disability Insurance options.
• Flexible Spending Accounts for added financial flexibility.

• Required licenses include: FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty.
• HFSI will cover the costs of all required licensing on a loan basis.

Hantz Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.