Experienced Financial Planning Assistant

Hantz Group; Saginaw (MI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off

401(k)

Voluntary long-term disability insurance

Flexible spending account

Job summary

Hantz Group in Saginaw, Michigan is seeking an Experienced Financial Planning Assistant to work closely with Financial Advisors. Key responsibilities include appointment booking, preparing meeting documents, and maintaining client relations.

The ideal candidate must possess strong communication and organizational skills, as well as proficiency in Microsoft Office. The position offers various benefits, including health insurance and a 401(k). Hantz Group supports licensing requirements for candidates.

Qualifications

• Must possess strong oral and written communication skills.
• Must be organized and detail-oriented.
• Proficiency in Microsoft Office is required.

Responsibilities

• Assist in booking appointments for advisors.
• Prepare documentation for meetings and applications.
• Maintain rapport with clients and staff members.
• Assist advisors with client services.

Skills

Oral communication skills

Written communication skills

Organizational skills

Database skills

Proficiency in Microsoft Office

Education

High School Diploma / GED

Tools

Microsoft Office

Job description

Experienced 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. 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 who 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 includes meeting preparation, communicating with clients, and following up with our operations team to follow up on business flow.

Essential Job Functions

• Assist in booking appointments for advisors
• Prepare declaration page quote sheet for meetings, application and mailing
• Maintain a good rapport with clients as well as staff members
• Assist advisors with client services
• Coordinate business and meetings with advisors, tax team and estate planners
• Attend meetings and continuing education sessions
• 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
• Series 7 licensed preferred
• Must be able to obtain required licenses*

Benefits

• Health, dental, and vision insurance
• Paid time off
• 401(k)
• Voluntary long‑term disability (V LTD)
• Voluntary life insurance (V Life)
• Flexible spending account
• 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.

Equal Employment Opportunity Statement

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.