Financial Planning Assistant - Path to Licensed Advisor

Hantz Group; Grandville (MI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid Time Off

401K

Long-term disability

Life insurance

Flexible Spending Account

Job summary

Hantz Group, a Michigan-based financial company, seeks a Financial Planning Assistant to join a collaborative team of Financial Advisors and Specialists. You will assist with meeting prep, client communications, and coordinating with operations to streamline business flow.

There is room to grow within the practice, obtain licenses, and pursue a career path toward becoming a Financial Advisor. This on-site role offers broad exposure to planning services.

Qualifications

• High School Diploma/GED required.
• Strong oral and written communication skills.
• Strong organizational skills.
• Basic database skills and proficiency 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

Microsoft Office

Licenses obtainable

Education

High School Diploma/GED

Tools

Basic database skills

Job description

Hantz Group, a Michigan-based financial company, seeks a Financial Planning Assistant to join a collaborative team of Financial Advisors and Specialists. You will assist with meeting prep, client communications, and coordinating with operations to streamline business flow.

There is room to grow within the practice, obtain licenses, and pursue a career path toward becoming a Financial Advisor. This on-site role offers broad exposure to planning services.