Experienced Financial Planning Assistant
20220104161601 Yvrmpybkhlytaxq5
Apply to this job Saginaw, MI Until 8/23/2026 First posted March 20, 2025 Last posted March 20, 2025
Job 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.
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.
*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.
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.
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.
About this role
Summary
Assist financial advisors with client services and meeting preparations.
Job title
Experienced Financial Planning Assistant
Experience level
entry level
Industry
finance
Location requirements
Located in Saginaw, MI; remote work not allowed.
Salary
Not specified
Management role
No
Skills & keywords
Required skills
high school diplomacommunicationorganizationdatabasemicrosoft officeseries 7finra securities industry essentialsfinra series 66state lifeaccident & healthvariable contractsstate property & casualty
Preferred skills
None specified
Specializations
financial planningclient servicescommunicationorganization
Locations
Structured locations inferred from the posting.
Saginaw, MI, USA
On-site City