Experienced Financial Planning Assistant at Hantz Group

Saginaw, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Apr, 26

Salary

0.0

Posted On

18 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Organizational Skills, Database Skills, Microsoft Office, Client Services, Appointment Booking

Industry

Financial Services

Description

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 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. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role includes meeting prep, communicating with clients, following up with our operations team to follow up on business flow. Essential Job Functions: Assist in booking appointments for advisors Prepare declaration page quote sheet for meetings, application and mailing Maintain a good rapport with clients as well as staff members Assist advisors with client services Coordinate business and meetings with advisors, tax team and estate planners Attend Meetings and Continuing Education Sessions 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 Series 7 Licensed Preferred Must be Able to Obtain Required Licenses* Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending 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.

Responsibilities

As a Financial Planning Assistant, you will assist Financial Advisors and other specialists by preparing for meetings, communicating with clients, and coordinating business flow. The role also involves maintaining rapport with clients and assisting with various tasks assigned by advisors.