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Financial assistant Jobs in Ann Arbor, MI

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Financial assistant • ann arbor mi

Last updated: 18 hours ago

Financial Planning Assistant

Hantz GroupAnn Arbor, MI, US
Full-time
Quick Apply

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 mana... Show more

Financial Clearance Specialist

Trinity Health MichiganAnn Arbor, Michigan, 48106
Full-time

The Financial Clearance Specialist II is responsible for all pre-service accounts' financial clearance and collection prior to the date of service.Obtains and verifies accurate insurance informatio... Show more

Remote Financial Analyst

Micro1Ann Arbor, Michigan, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Supervisory Financial Specialist

U.S. Department of CommerceAnn Arbor, MI, United States
$192,332.00 yearly
Full-time

Supervisory Financial Specialist.As a Supervisory Financial Specialist, you will perform the following duties:.Serve as the Deputy Chief Financial Officer/Chief Administrative Officer (CFO/CAO), pr... Show more

Chief Financial Officer - Investor Relations & Finance

Yeo & Yeo HR Advisory SolutionsAnn Arbor, MI, US
Full-time
Quick Apply

Seeking a strategic real estate finance leader that thrives in a fast-paced and high performing team environment.About Us  Oxford Companies is a leading... Show more

Business Partner Financial Planning and Analysis

National Science Foundation (NSF)Ann Arbor, MI, United States
Full-time

Business Partner Financial Planning and Analysis.NSF is looking to add a dynamic Business Partner Financial Planning and Analysis to our Finance Team to support NSF Food equipment and Food Advisory... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Saline, Michigan, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Remote Financial Analyst

Micro1Ypsilanti, Michigan, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Financial Analyst

Park Avenue GroupAnn Arbor, MI, United States
Full-time

Angott Search Group is pleased to partner with a Michigan-based CUSO in the search for a Financial Analyst.This position will play a key role in supporting commercial credit analysis, portfolio mon... Show more

Financial Analyst

1000 KLA CorporationAnn Arbor, MI
$68,100.00 yearly
Full-time

The Financial Analyst is responsible for maintaining/improving financial models as well as the accurate and timely reporting and forecasting of costs related to the Install group within the Service... Show more

Financial Analyst - Ann Arbor, MI

Sartorius AGAnn Arbor, MI, United States
Full-time

As the Financial Analyst, you will perform a variety of functions in the accounting cycle, from general ledger review to financial analysis.Responsibilities include assisting with monthly cost cent... Show more

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Remote Personal Financial Advisor (Private Wealth)

Micro1Ann Arbor, Michigan, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Insurance & Financial Representative

Riverfront Insurance & Financial GroupAnn Arbor, MI, US
$70,000.00 yearly
Full-time

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial s... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Ypsilanti, Michigan, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Supervisory Financial Specialist

US Government JobsAnn Arbor, MI, United States
Full-time

NOAA Office Of Oceanic And Atmospheric Research.This position is located in the National Oceanic and Atmospheric Administration (NOAA), Office of Oceanic and Atmospheric Research (OAR), with vacanc... Show more

Business Partner Financial Planning and Analysis

NSF InternationalAnn Arbor, MI, United States
Full-time

Business Partner Financial Planning and Analysis.NSF is looking to add a dynamic Business Partner Financial Planning and Analysis to our Finance Team to support NSF Food equipment and Food Advisory... Show more

Financial Controller

Siemens HealthineersAnn Arbor, US
$95,590.00 yearly
Full-time

Join us in pioneering breakthroughs in healthcare.Our inspiring and caring environment forms a global community that celebrates diversity and individuality.We encourage you to step beyond your comf... Show more

Financial Advisor

Northwestern MutualAnn Arbor, MI, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Supervisory Financial Specialist

NOAA: National Oceanic & Atmospheric AdministrationAnn Arbor, MI, United States
$192,332.00 yearly
Full-time

Supervisory Financial Specialist.As a Supervisory Financial Specialist, you will perform the following duties:.Serve as the Deputy Chief Financial Officer/Chief Administrative Officer (CFO/CAO), pr... Show more

Financial Planning & Analysis Consultant

Spartan PlacementsAnn Arbor, MI, United States
Full-time

A growing advisory practice within a national accounting and consulting firm is seeking an experienced FP&A Consultant to support middle-market clients with financial planning, analysis, and decisi... Show more

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Financial Planning Assistant

Financial Planning Assistant

Hantz GroupAnn Arbor, MI, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
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.

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 varies depending on the needs of the financial planning 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 planners Market 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, 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.

  • As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio.
  • We ask that interested individuals apply to only one position.

  • Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR