Financial Planning Assistant

Overview

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 Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialists within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow.

Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.

• Assist in booking appointments for advisors
• Prepare declaration page quote sheet for meetings
• Market for property/casualty insurance service opportunities
• Assist advisors with client services
• Coordinate business and meetings with advisors, tax team and estate planners
• Market to companies for business opportunities
• Comply with All Industry Rules and Regulations
• All other tasks assigned

• High School Diploma/GED
• Strong oral and written communication skills
• Strong organizational skills
• Basic database skills
• Proficient in Microsoft Office
• Must be Able to Obtain Required Licenses*

• Health/Dental/Vision Insurance
• Paid Time Off
• 401K
• Vol LTD
• Vol Life
• Flexible Spending

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 offices 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.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Sales, General Business, and Education
• Industries:
  Wireless Services, Telecommunications, and Communications Equipment Manufacturing

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