Experienced Financial Planning Assistant
Hantz Group · Saginaw, MI · 4 mo ago
On-siteEducation$11/hrFull-time
Essential Job Functions
- Aid in scheduling appointments for advisors
- Create declaration pages, quote sheets, and prepare mailing materials for meetings
- Maintain positive relationships with both clients and colleagues
- Support advisors with client service needs
- Coordinate meetings and business activities with advisors, tax teams, and estate planners
- Participate in meetings and continuing education sessions
- Adhere to all industry regulations
Education/Knowledge & Skills
- High School Diploma or GED
- Strong oral and written communication skills
- Excellent organizational abilities
- Basic database skills
- Proficiency in Microsoft Office
- Series 7 License preferred
- Ability to obtain required licenses through HFSI sponsorship
Requirements
- Must be able to obtain required licenses
Benefits
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K Plan
- Voluntary Life and Disability Insurance
- Flexible Spending Account Eligibility
Qualifications
- Variations in requirements may apply
Skills
- FINRA Securities Industry Essentials
- FINRA Series 7
- FINRA Series 66
- State Life, Accident & Health Licenses
- State Property & Casualty Licenses
Pay
TBD
Schedule
TBD
Benefits
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K Plan
- Voluntary Life and Disability Insurance
- Flexible Spending Account Eligibility