Financial Planning Assistant: Path to Advisor & Licensing

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

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.