Job Description
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 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
pUdR2ftuu6
Financial Planning Assistant
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor. Hantz Group recognizes that e...
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...
Logistics Data Analyst (Freight)
The Freight Data Analyst will play a meaningful role in optimizing our freight operations by leveraging data-driven insights. We are seeking a highly motivated Freight Data Analyst to join our multifaceted Business Operations and Digital Solutions team, supporting KLA logistics. Our expert teams of ...
Senior Financial Analyst, Consolidations
Senior Financial Analyst Responsibilities:. Senior Financial Analyst Education Requirement:. Senior Financial Analyst Experience Requirements:. Analyze financial data and create financial models for decision support. ...
Data Analyst
Significant hands-on technical/analytical work experience relevant to this position, such as data modeling, data analysis, data warehouse engineering, and creating data pipelines. Strong knowledge and experience in database technologies such as Netezza, Snowflake, Oracle, SQL server, etc. ...
Assistant Controller
Seeking an experienced Assistant Controller to support company's financial operations. ...
Financial Planning Assistant
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor. Hantz Group recognizes that e...
Senior Data Analyst
Senior Data Analyst - Financial Systems. Senior Data Analyst that has worked with SOX, Compliance, GRC, etc. This individual will play a pivotal role in ensuring SOX compliance, enhancing data integrity, and supporting our finance data stakeholders with. Support business process owners in meeting da...
Maintenance Controller
Manager of Maintenance Control .ESSENTIAL DUTIES AND RESPONSIBILITIES:.Duties and responsibilities include, but are not limited to: .Coordinate efficient and economical maintenance operations by providing technical assistance to guide personnel during maintenance and troubleshooting.Ensure that main...
Financial Analyst
The Financial Analyst will work closely with various departments to ensure financial efficiency and contribute to the overall financial health of the company. We are seeking a detail-oriented and experienced Financial Analyst to join our dynamic finance team. Financial Reporting: Prepare monthly, qu...