Hantz Group · 4 months ago
Financial Planning Assistant
Okemos, MI
Full-time
Onsite
New Grad, Entry 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 Specialists by preparing for meetings, communicating with clients, and coordinating business flow within the organization.
CrowdfundingFinanceFinancial Services
Responsibilities
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
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
Required Licenses- FINRA Securities Industry Essentials
Required Licenses- FINRA Series 7
Required Licenses- FINRA Series 66
Required Licenses- State Life, Accident & Health, Variable Contracts
Required Licenses- State Property & Casualty
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