Financial Planning Assistant - Collaborative Wealth Team

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

Benefits offered by this job

Health, dental, and vision insurance

Paid time off

401(k)

Voluntary long-term disability insurance

Flexible spending account

Job summary

Hantz Group in Saginaw, Michigan is seeking an Experienced Financial Planning Assistant to work closely with Financial Advisors. Key responsibilities include appointment booking, preparing meeting documents, and maintaining client relations.

The ideal candidate must possess strong communication and organizational skills, as well as proficiency in Microsoft Office. The position offers various benefits, including health insurance and a 401(k). Hantz Group supports licensing requirements for candidates.

Qualifications

• Must possess strong oral and written communication skills.
• Must be organized and detail-oriented.
• Proficiency in Microsoft Office is required.

Responsibilities

• Assist in booking appointments for advisors.
• Prepare documentation for meetings and applications.
• Maintain rapport with clients and staff members.
• Assist advisors with client services.

Skills

Oral communication skills

Written communication skills

Organizational skills

Database skills

Proficiency in Microsoft Office

Education

High School Diploma / GED

Tools

Microsoft Office

Job description

Hantz Group in Saginaw, Michigan is seeking an Experienced Financial Planning Assistant to work closely with Financial Advisors. Key responsibilities include appointment booking, preparing meeting documents, and maintaining client relations.

The ideal candidate must possess strong communication and organizational skills, as well as proficiency in Microsoft Office. The position offers various benefits, including health insurance and a 401(k). Hantz Group supports licensing requirements for candidates.