Financial Planning Assistant

Financial Planning Assistant 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 managing over $11B+ of assets with 20+ offices and over 600 employees. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of a client’s financial situation impacts the other and that is why we offer a 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 practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants 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 plannersMarket 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 Office Must be able to obtain required licenses Benefits Health/Dental/Vision Insurance Paid Time Off 401K Voluntary LTD Voluntary Life Flexible Spending Account (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. #J-18808-Ljbffr Hantz Group