Financial Planning Assistant

Hantz Group; Mount Pleasant (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health Insurance

401K

Paid Time Off

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group is a Michigan-based financial services firm helping individuals and businesses pursue their financial goals. The Financial Planning Assistant role sits within our holistic planning practice and involves supporting advisors and operations to manage client flow and meeting prep.

You will grow with the team, becoming licensed over time and expanding your capabilities as you assist with client services and business development opportunities.

Qualifications

• Strong oral and written communication skills.
• Strong organizational skills.
• Basic database skills.
• Proficient in Microsoft Office.
• Must be Able to 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
• Market to companies for business opportunities
• Comply with All Industry Rules and Regulations
• All other tasks assigned

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

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 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/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.