Financial Planning Assistant

Job DescriptionJob DescriptionFinancial Planning AssistantHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on whats most important for their families. The Holistic Approach to Financial PlanningHantz Group recognizes that each area of ones financial situation impacts the other and that is why we offer a holistic approach to our clients financial planning. Financial Planning is the core of our holistic approach. As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor. Essential Job Functions:Assist in booking appointments for advisorsPrepare declaration page quote sheet for meetingsMarket for property/casualty insurance service opportunitiesAssist advisors with client servicesCoordinate business and meetings with advisors, tax team and estate plannersMarket to companies for business opportunitiesComply with All Industry Rules and RegulationsAll other tasks assigned Education/Knowledge & Skills:High School Diploma/GEDStrong oral and written communication skillsStrong organizational skillsBasic database skillsProficient in Microsoft OfficeMust be Able to Obtain Required LicensesBenefits:Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements VaryRequired Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. Powered by JazzHRPlRCL31u1r

Created: 2025-03-31