Financial Planning Assistant: Grow Your Licensing Path

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

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.