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Financial Planning Assistant - Collaborative Wealth Team
Job in
Saginaw, Saginaw County, Michigan, 48607, USA
Listed on 2026-06-26
Listing for:
Hantz Group
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Hantz Group in Saginaw, Michigan is seeking an Experienced Financial Planning Assistant to work closely with Financial Advisors. Key responsibilities include appointment booking, preparing meeting documents, and maintaining client relations.
The ideal candidate must possess strong communication and organizational skills, as well as proficiency in Microsoft Office. The position offers various benefits, including health insurance and a 401(k). Hantz Group supports licensing requirements for candidates.
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