Financial Planning Assistant — Path to Financial Advisor

Hantz Group; Southfield (MI); 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 is seeking a Financial Planning Assistant to support the financial planning practice alongside Advisors and specialists. The role includes coordinating meetings, preparing materials, and maintaining client communications.

You will interact with the operations team to ensure smooth workflow and can grow within the practice, potentially earning licenses to advance toward becoming a Financial Advisor.

Qualifications

• High School Diploma or GED required.
• Basic database skills preferred.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).

Responsibilities

• Coordinate business and meetings with advisors, tax team and estate planners.
• Assist with meeting prep and client communications.
• Collaborate with operations to follow up on business flow.

Skills

Basic database skills

Microsoft Office

Education

High School Diploma / GED

Job description

Hantz Group in Michigan is seeking a Financial Planning Assistant to support the financial planning practice alongside Advisors and specialists. The role includes coordinating meetings, preparing materials, and maintaining client communications.

You will interact with the operations team to ensure smooth workflow and can grow within the practice, potentially earning licenses to advance toward becoming a Financial Advisor.