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Financial Planning Assistant — Path to Advisor
Job in
Sault Ste. Marie, Sault Sainte Marie, Chippewa County, Michigan, 49783, USA
Listed on 2026-07-06
Listing for:
Hantz-Group
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Sault Ste. Marie
Hantz-Group, a Michigan-based financial company, seeks a Financial Planning Assistant to join their team. This role involves assisting Financial Advisors by booking appointments, preparing materials, and providing client support.
The ideal candidate will possess strong communication and organizational skills, be proficient in Microsoft Office, and work towards obtaining required licenses. Hantz-Group offers a collaborative environment and opportunities for career advancement.
Join a dynamic company that values holistic financial planning and supports its employees' growth.
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