Experienced Financial Planning Assistant

Job Description

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 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 :

Benefits :

Eligibility Requirements Vary

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.

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