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Financial Planning Assistant: Path to Advisor

Job in Traverse City, Grand Traverse County, Michigan, 49685, USA
Listing for: Hantz Group
Full Time position
Listed on 2025-12-15
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Administrative/Clerical
Job Description & How to Apply Below
A Michigan-based financial firm seeks a Financial Planning Assistant to support Financial Advisors and other specialists. Responsibilities include preparing meeting materials, booking appointments, and coordinating client services.

This role offers growth opportunities, including the potential to obtain licensing and advance to a Financial Advisor position. Candidates must possess strong communication and organizational skills, with a high school diploma or GED required. The firm provides various benefits including health insurance and paid time off.
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