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 meetings and business interactions 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 managing over $11B+ of assets, operating from 20+ offices and employing over 600 people. We provide tailored services to both individuals and businesses, emphasizing a holistic approach to financial planning. Our team of professionals collaborates to deliver superior outcomes for our clients, reducing stress and saving time for them to focus on family matters. We offer a range of benefits including health/dental/vision insurance, paid time off, a 401K plan, voluntary life and disability insurance, and a flexible spending account. The company values diversity and does not discriminate in employment opportunities or practices based on race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. Hantz Group has numerous opportunities available across its multiple offices in Michigan and northern Ohio, and interested candidates are encouraged to apply to only one position.