Holistic Financial Planning Assistant — Grow into Advisor
Hantz Group
Hantz Group in Willoughby, Ohio is seeking a Financial Planning Assistant to work closely with Financial Advisors, assisting in client services and meeting preparations. The ideal candidate will contribute to the company's holistic approach to financial planning, facilitating smooth business operations and client interactions. Responsibilities include booking appointments, preparing documents for meetings, and aiding in marketing initiatives. A strong foundation in communication and organization along with a High School Diploma/GED is required. Opportunities for growth and obtaining necessary licenses are available. #J-18808-Ljbffr Hantz Group
Vacancy posted 2 days ago
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