Practice Manager

Hantz Group; Maumee (OH); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Health/Dental/Vision Insurance

Paid Time Off

401K

Flexible Spending

Résumé du poste

Hantz Group, based in Michigan with a significant presence in financial management, is seeking a Practice Manager. This role involves booking appointments, preparing meeting materials, and coordinating client services alongside financial advisors. Candidates will be part of a holistic financial planning approach that prioritizes stress reduction for clients.

The position offers opportunities for career growth, with potential licensing support. Benefits include health insurance and a 401K plan.

Qualifications

• Must be able to obtain required licenses.
• Strong communication and organizational skills are essential.

Responsabilités

• Assist in booking appointments for advisors.
• Prepare declaration page quote sheet for meetings.
• Market for property/casualty insurance opportunities.
• Coordinate business and meetings with advisors.

Connaissances

Strong oral and written communication skills

Strong organizational skills

Basic database skills

Proficient in Microsoft Office

Formation

High School Diploma/GED

Description du poste

Practice Manager

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach.

As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialists within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Practice Manager can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.

Essential Job Functions:

• 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

Education/Knowledge & Skills:

• High School Diploma/GED
• Strong oral and written communication skills
• Strong organizational skills
• Basic database skills
• Proficient in Microsoft OfficeMust be Able to Obtain Required Licenses*

Benefits:

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
  • Eligibility Requirements Vary

*Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.