Financial Assistant

Hantz Group; Southfield (MI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group in Michigan is seeking a Financial Planning Assistant to support the financial planning practice alongside Advisors and specialists. The role includes coordinating meetings, preparing materials, and maintaining client communications.

You will interact with the operations team to ensure smooth workflow and can grow within the practice, potentially earning licenses to advance toward becoming a Financial Advisor.

Qualifications

• High School Diploma or GED required.
• Basic database skills preferred.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).

Responsibilities

• Coordinate business and meetings with advisors, tax team and estate planners.
• Assist with meeting prep and client communications.
• Collaborate with operations to follow up on business flow.

Skills

Basic database skills

Microsoft Office

Education

High School Diploma / GED

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. 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.

• Coordinate business and meetings with advisors, tax team and estate planners

• High School Diploma/GED
• Basic database skills
• Proficient in Microsoft Office

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

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.