Financial Planning Assistant

Hantz Group; Michigan; 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 seeks a Financial Planning Assistant to support a team of Financial Advisors and Specialists. You will help with meeting prep, coordinate scheduling, and assist with client communications to ensure smooth workflow.

You will learn about licensing processes and may pursue licenses to advance into a Financial Advisor role. This entry‑level position offers exposure to a wide range of financial planning activities within a collaborative, client‑focused environment.

Qualifications

• High School Diploma or GED required.
• Strong communication and organizational skills.
• Ability to obtain required licenses.
• Basic database skills and proficiency in MS Office.

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.
• Market to companies for business opportunities.
• Comply with All Industry Rules and Regulations.

Skills

Strong oral and written communication

Strong organizational skills

Basic database skills

Proficient in Microsoft Office

Must be Able to Obtain Required Licens

Education

High School Diploma/GED

Tools

Microsoft Office Suite

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 servicesCoordinate 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.