Hantz Group ยท 4 months ago
Experienced Financial Planning Assistant
Saginaw, MI
Full-time
Onsite
Mid LevelHantz Group is a Michigan-based financial company that helps individuals and businesses achieve their financial goals. As a Financial Planning Assistant, you will support Financial Advisors and other specialists by preparing for meetings, communicating with clients, and coordinating business operations.
CrowdfundingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
Series 7 Licensed
Benefits
Health/Dental/Vision Insurance
Paid Time Off
401K
Vol LTD
Vol Life
Flexible Spending
Company
Hantz Group
Hantz Group is a financial services company offering financial and investment services.
Founded in 1997
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Hantz
Founder
Recent News
2024-12-24
Company data provided by crunchbase