Financial Planning Assistant
Hantz Group · Ann Arbor, MI · 10 mo ago
On-siteEducation$11/hrFull-time
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
- Comply with all industry rules and regulations
- Perform other tasks as assigned
- 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*
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- Voluntary Life Insurance
- Voluntary Disability Insurance
- Flexible Spending Account
- FINRA Securities Industry Essentials
- FINRA Series 7
- FINRA Series 66
- State Life, Accident & Health
- Variable Contracts
- State Property & Casualty
Education/Knowledge & Skills
Benefits
Eligibility Requirements
Variety of requirements vary, including obtaining certain licenses.
Required Licenses
Company Information
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We manage over $11B+ of assets, have 20+ offices, and employ over 600 people. Our services are tailored to each client, and we strive to reduce stress and save time for our clients. We offer a variety of services including financial planning, property/casualty insurance, and marketing opportunities.
Equal Opportunity Employer
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.