Talent.com
Financial Planning Assistant

Financial Planning Assistant

Hantz GroupMount Pleasant, MI, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 Specialists 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.

    As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

    serp_jobs.job_alerts.create_a_job

    Financial Financial Planning • Mount Pleasant, MI, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Personal Banker Associate I

    Personal Banker Associate I

    Fifth Third BankMidland, MI, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior - Hedge Funds

    Tax Senior - Hedge Funds

    DeloitteMidland, MI, US
    serp_jobs.job_card.full_time
    Hedge fundsAre you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Execution Specialist

    Execution Specialist

    ReeledgeHemlock, Michigan, United States
    serp_jobs.job_card.full_time
    Candidates for this work-from-home position must be 21 or older, have an SSN, own a.Pennsylvania, Michigan and West Virginia. We are a gambling technology company seeking talented and motivated indi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    2025-2026 Campus Internship Accounting / Finance

    2025-2026 Campus Internship Accounting / Finance

    DowMidland, MI, US
    serp_jobs.job_card.permanent +1
    Finance Internship Opportunities.At Dow, we believe in putting people first and we're passionate about delivering integrity, respect and safety to our customers, our employees and the planet.Our pe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Mortgage Underwriter

    Mortgage Underwriter

    Isabella BankMount Pleasant, MI, US
    serp_jobs.job_card.full_time
    Position Title : Mortgage UnderwriterReports To : Underwriting SupervisorGeneral Purpose : .Quality Control of Mortgage Processing. Reviews mortgage loan applications in process with supporting document...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Ithaca Full Time Teller

    Ithaca Full Time Teller

    Isabella BankIthaca, MI, US
    serp_jobs.job_card.full_time
    Position Title : Ithaca Full Time TellerReports To : Branch.Receive checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, and enter deposits into computer re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Six Lakes Full Time Teller

    Six Lakes Full Time Teller

    Isabella BankSix Lakes, MI, US
    serp_jobs.job_card.full_time
    Position Title : Six Lakes Full Time TellerReports To : Branch.Receive checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, and enter deposits into computer...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Hantz GroupMidland, MI, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Planning Assistant

    Financial Planning Assistant

    Hantz GroupMidland, MI, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Teller (Part Time)

    Teller (Part Time)

    Mercantile BankRemus, MI, US
    serp_jobs.job_card.part_time
    Join Mercantile Bank as a Part-Time Teller and immerse yourself in an exciting career where your skills will shine in a dynamic and customer-focused environment. As an onsite team member, you'll eng...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Planning Specialist

    Tax Planning Specialist

    Hantz GroupMount Pleasant, MI, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Cost Accountant

    Cost Accountant

    Hemlock SemiconductorHemlock, MI, US
    serp_jobs.job_card.full_time
    At Hemlock Semiconductor (HSC), we transform people's lives by energizing and connecting our world through silicon technology. Since 1961, HSC has been a leading global provider of hyper-pure polysi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Audit & Assurance Discovery Intern (Sophomore / Junior) Accounting Profile Summer 2026

    Audit & Assurance Discovery Intern (Sophomore / Junior) Accounting Profile Summer 2026

    DeloitteMidland, MI, US
    serp_jobs.job_card.full_time
    Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.Check out ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    JobotMount Pleasant, MI, US
    serp_jobs.job_card.full_time
    Join our Michigan-based CPA firm as a Tax Manager—drive client impact with flexibility, growth, and a supportive team!.This Jobot Job is hosted by : Eric Kee. Are you a fit? Easy Apply now by clickin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    Mercantile BankMerrill, MI, US
    serp_jobs.job_card.full_time
    Join Mercantile Bank as a Personal Banker and immerse yourself in an environment that thrives on innovation and excellence. You'll have the opportunity to directly engage with customers, solving the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance BuzzGladwin, Michigan, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Accounting Specialist

    Accounting Specialist

    Trillium StaffingMidland, MI, US
    serp_jobs.job_card.permanent
    Now hiring an Accounting Specialist for a temp-to-hire role in Midland, Michigan!.Pay $19-21 based on experience.We are seeking an organized and proactive Accounting Specialist to manage client acc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Branch Banker

    Branch Banker

    Mercantile BankClare, MI, US
    serp_jobs.job_card.full_time
    Mercantile Bank is looking for an enthusiastic, customer-focused Branch Banker to join our team in [City], MI.Depending on your experience, you may be hired as a Customer Service Representative or ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior, Private Equity

    Tax Senior, Private Equity

    DeloitteMidland, MI, US
    serp_jobs.job_card.full_time
    Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Midland West Full Time Teller

    Midland West Full Time Teller

    Isabella BankMidland, MI, US
    serp_jobs.job_card.full_time
    Position Title : TellerReports To : Branch.Receive checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, and enter deposits into computer records.Cash checks...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30