Financial Planning Assistant

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

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401(k)

Voluntary Long Term Disability

Voluntary Life

Flexible Spending

Job summary

Hantz Group in Grandville, Michigan is looking for a Financial Planning Assistant to provide support to Financial Advisors and specialists. This role includes meeting preparations, client communication, and operations coordination.

Candidates will have opportunities to grow within the practice and obtain licenses necessary for career advancement. Benefits include health insurance, paid time off, and a 401(k).

Qualifications

• High School Diploma or GED required.
• Strong oral and written communication skills.
• Must obtain required licenses.

Responsibilities

• 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.

Skills

Strong oral and written communication skills

Strong organizational skills

Basic database skills

Proficient in Microsoft Office

Education

High School Diploma or GED

Job description

Financial Planning Assistant

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, client communication, coordination with the operations team, and support for financial planning services. Financial Planning Assistants can grow within the practice, obtain licenses to advance their careers, or become Financial Advisors.

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 or 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, 401(k), Voluntary Long Term Disability, Voluntary Life, Flexible Spending

Licensing Requirements

*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 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.