Finance Practice Manager: Holistic Planning Team Lead

Hantz Group; Maumee (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Flexible Spending

Job summary

Hantz Group, based in Michigan with a significant presence in financial management, is seeking a Practice Manager. This role involves booking appointments, preparing meeting materials, and coordinating client services alongside financial advisors. Candidates will be part of a holistic financial planning approach that prioritizes stress reduction for clients.

The position offers opportunities for career growth, with potential licensing support. Benefits include health insurance and a 401K plan.

Qualifications

• Must be able to obtain required licenses.
• Strong communication and organizational skills are essential.

Responsibilities

• Assist in booking appointments for advisors.
• Prepare declaration page quote sheet for meetings.
• Market for property/casualty insurance opportunities.
• Coordinate business and meetings with advisors.

Skills

Strong oral and written communication skills

Strong organizational skills

Basic database skills

Proficient in Microsoft Office

Education

High School Diploma/GED

Job description

Hantz Group, based in Michigan with a significant presence in financial management, is seeking a Practice Manager. This role involves booking appointments, preparing meeting materials, and coordinating client services alongside financial advisors. Candidates will be part of a holistic financial planning approach that prioritizes stress reduction for clients.

The position offers opportunities for career growth, with potential licensing support. Benefits include health insurance and a 401K plan.