Holistic Financial Planning Assistant
Job in
Saginaw, Saginaw County, Michigan, 48607, USA
Listed on 2026-06-28
Listing for:
Hantz-Group
Full Time
position Listed on 2026-06-28
Job specializations:
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Administrative/Clerical
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Finance & Banking
Job Description & How to Apply Below
Hantz-Group in Saginaw, Michigan is looking for a Financial Planning Assistant to support a team of financial advisors and assist in managing client interactions. You will be responsible for preparing meeting materials, booking appointments, and ensuring smooth operations within the team.
The ideal candidate will possess a High School Diploma, strong communication and organizational skills, and proficiency in Microsoft Office. The position offers various benefits including health insurance and a 401K plan.
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