Financial Planning Assistant - Path & Licensing
Job in
Midland, Midland County, Michigan, 48640, USA
Listed on 2025-12-16
Listing for:
Hantz Group
Full Time
position Listed on 2025-12-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A Michigan-based financial firm is seeking a Financial Planning Assistant to support Financial Advisors in managing client communications and organizing appointments. This role involves preparing meeting materials and marketing opportunities in property/casualty insurance. Ideal candidates will possess strong communication and organizational skills, along with a High School Diploma. The firm offers comprehensive benefits including health insurance and a 401K plan.
This is a great opportunity to develop within the financial services industry.
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