Financial Planning Assistant

Essential Job Functions

• Aid in scheduling appointments for financial advisors
• Create declaration page quote sheets for meetings
• Market opportunities for property/casualty insurance services
• Support advisors with client services
• Coordinate business and meeting arrangements with advisors, tax team, and estate planners
• Market to companies for business opportunities
• Adhere to all industry rules and regulations

Education/Knowledge & Skills

• High School Diploma/GED
• Strong oral and written communication skills
• Strong organizational skills
• Basic database skills
• Proficient in Microsoft Office
• Must be able to obtain required licenses*

Benefits

• Health/Dental/Vision Insurance
• Paid Time Off
• 401K
• Voluntary Life Insurance
• Voluntary Disability Insurance
• Flexible Spending Account

Eligibility Requirements

Variety of requirements vary based on the position.

Required Licenses

• FINRA Securities Industry Essentials
• FINRA Series 7
• FINRA Series 66
• State Life, Accident & Health
• Variable Contracts
• State Property & Casualty

Company Information

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.