3mo ago

Financial Planning Assistant

United States·Saginaw,Ann Arbor,Southfield+9 moremid

Finance & AccountingFinancial Planning

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Quick Summary

Overview

Financial Planning AssistantHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.

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Finance & AccountingFinancial Planning

Financial Planning Assistant

Hantz 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 what’s most important for their families.

The Holistic Approach to Financial Planning

Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s 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 advisors
Prepare declaration page quote sheet for meetings
Market for property/casualty insurance service opportunities
Assist advisors with client services
Coordinate business and meetings with advisors, tax team and estate planners
Market to companies for business opportunities
Comply with All Industry Rules and Regulations
All other tasks assigned

Education/Knowledge & Skills:

High School Diploma/GED
Strong oral and written communication skills
Strong organizational skills
Basic database skills
Proficient in Microsoft Office
Must be Able to Obtain Required Licenses*

Benefits:

Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary

*Required 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.