Talent.com
Financial Planning Assistant

Financial Planning Assistant

Hantz GroupOkemos, 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 • Okemos, MI, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Planning Analyst

    Financial Planning Analyst

    VirtualVocationsLansing, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Planning & Analysis Analyst.Key Responsibilities Assist in the preparation of annual operating budgets and quarterly forecasts for outpatient clinic operation...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Planning Associate

    Financial Planning Associate

    VirtualVocationsLansing, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate Business Partner in Financial Planning & Analysis.Key Responsibilities : Develop detailed forecast models to support annual business planning and long-range p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitBATH, Michigan, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Certified Nursing Assistant (CNA)

    Certified Nursing Assistant (CNA)

    Regency at JacksonJACKSON, Michigan, United States
    serp_jobs.job_card.full_time +1
    Full + Part Time Days, 7 : 00am-7 : 00pm, and Full Time Nights, 7 : 00pm-7 : 00am, Available.Under new ownership with Ciena Healthcare!. Want to make a difference in someone’s life? If you have patience, em...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationEast Lansing, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitDURAND, Michigan, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Travel Physical Therapy Assistant - $1690.3 / Week

    Travel Physical Therapy Assistant - $1690.3 / Week

    FlexCareLansing, MI, US
    serp_jobs.job_card.full_time
    FlexCare is seeking an experienced Physical Therapy Assistant for an exciting Travel Allied job in Lansing, MI.Shift : 5x8 hr days Start Date : 10 / 20 / 2025 Duration : 13 weeks Pay : $1690.Level I Trauma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Physical Therapy Assistant - $1638 / Week

    Travel Physical Therapy Assistant - $1638 / Week

    Uniti MedLansing, MI, US
    serp_jobs.job_card.full_time
    Uniti Med is seeking an experienced Physical Therapy Assistant for an exciting Travel Allied job in Lansing, MI.Shift : Inquire Start Date : 10 / 20 / 2025 Duration : 13 weeks Pay : $1638 / Week.Uniti Med ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitDurand, MI, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Revenue Operations Specialist, Fintech : Great Opportunity!

    Revenue Operations Specialist, Fintech : Great Opportunity!

    Goodwin RecruitingDexter, MI, US
    serp_jobs.job_card.full_time
    An established and growing accounting technology firm is looking for a .REVENUE OPERATIONS SPECIALIST .Salesforce experience, Excel mastery, and the ability to collaborate with teams and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist (LMFT)

    Licensed Marriage and Family Therapist (LMFT)

    LifeStance HealthSaint Johns, MI, US
    serp_jobs.job_card.full_time
    We are actively looking to hire talented Therapists in the area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Planning Manager

    Financial Planning Manager

    VirtualVocationsLansing, Michigan, United States
    serp_jobs.job_card.full_time
    A company is looking for a Manager, Financial Planning & Analysis.Key Responsibilities Partner with business leaders to establish relationships and provide financial insights Build and maintain ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationEast Lansing, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationEast Lansing, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationLansing, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationLansing, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Telemetry - $1,720 to $1,873 per week in Owosso, MI

    Travel Nurse RN - Telemetry - $1,720 to $1,873 per week in Owosso, MI

    TravelNurseSourceOwosso, MI, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Host Healthcare to find a qualified Telemetry RN in Owosso, Michigan, 48867!.Host Healthcare is an award-winning travel healthcare company with an immediate openin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationLansing, Michigan
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days