Financial Planning Assistant — Licensing & Growth Path

Hantz Group; Tecumseh Township (MI); Presencial; USD 35 000 - 55 000; Tempo integral

Resumo da oferta

Hantz Group, a Michigan-based financial services company, seeks a Financial Planning Assistant to support our advisors and specialists. You will handle meeting preparation, client communications, and coordination with our operations team to ensure smooth workflow.

The role offers growth toward licensing and a career as a Financial Advisor, with opportunities to market to businesses, assist with client services, and collaborate across planning teams.

Qualificações

• High School Diploma or GED required.
• Strong oral and written communication skills.
• Excellent organizational skills and basic database skills.
• Proficiency in Microsoft Office; ability to obtain required licenses.

Responsabilidades

• Assist in booking appointments for advisors.
• Prepare declaration page quote sheets 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.

Conhecimentos

Oral and written communication

Strong organizational skills

Basic database skills

Licenses obtainable

Formação académica

High School Diploma/GED

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Hantz Group, a Michigan-based financial services company, seeks a Financial Planning Assistant to support our advisors and specialists. You will handle meeting preparation, client communications, and coordination with our operations team to ensure smooth workflow.

The role offers growth toward licensing and a career as a Financial Advisor, with opportunities to market to businesses, assist with client services, and collaborate across planning teams.