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Financial Planning Assistant: Path to Advisor

Job in Willoughby, Lake County, Ohio, 44094, USA
Listing for: Hantz Group
Full Time position
Listed on 2025-12-17
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm in Ohio is seeking a Financial Planning Assistant to support Financial Advisors. The role involves booking appointments, preparing materials for meetings, and ensuring smooth client interactions. Strong communication and organizational skills are essential, and candidates should hold a High School Diploma or GED. Potential for growth and opportunity to obtain required licensing is provided. The company offers a comprehensive benefits package including insurance and a 401K.
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