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. Powered by JazzHR
Financial Planning Assistant
Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other...
Accounting Manager
Perform technical accounting research as needed and be able to implement where required. Bachelors Degree in Accounting. CPA License and Big 4 accounting firm experience. Strong technical accounting knowledge and proficiency in US GAAP. ...
Assistant Accounting Manager - 2450.20
Assist Operations Accounting Manager in varied project accounting functions & analyses. We are looking for an Assistant Accounting Manager to join our Finance team in our Taylor office. Candidates must have an accounting or business-related bachelors degree with a minimum of three years experience. ...
Oracle Cloud Finance - Manager
As part of our finance team, you’ll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. SummaryA career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use e...
Chief Financial Officer - B2B EXIT & B2B CFO
Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to cont...
Senior Financial Analyst
As a Senior Financial Analyst, you drive company value and performance through strategic business partnerships. You will collaborate closely with leaders at all levels, leveraging your analytical expertise to report on and manage key financial and non-financial performance indicators. You will be th...
Senior Accounting Manager
We are seeking a highly skilled and experienced Senior Accounting Manager to join our client’s finance team in the Detroit Metro area. The ideal candidate will possess strong technical accounting skills, a thorough understanding of GAAP, and the ability to manage multiple aspects of our accounting o...
Automotive Finance Manager
Automotive Finance and Insurance Manager / F&I Manager. We are currently seeking a qualified Automotive Finance & Insurance (F&I) Manager to be a part of our amazing team. Generate finance income on all sold customers. Check/verify paperwork involved with cash finance or loan transactions. ...
Global Director of Corporate Finance
Global Director of Corporate Finance. Company Summary: We are currently partnered with a billion dollar manufacturing organization in the automotive industry looking to add a Global Director of Finance to their executive leadership team. This Director of Finance will have the opportunity to join a h...
Accounting Manager
Lazio Search Group is seeking a dynamic and experienced Accounting Manager for our client to lead their Accounting Department. We are looking for a dedicated professional who can effectively manage accounting functions and contribute to our financial success. Oversee and manage the daily operations ...