Financial Planning Assistant
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
- 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*
- 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.
Recommended Jobs
Manager, Sales and Marketing
Job Description This Job Description May Cause Extreme Excitement and Career Growth At AMP Sales & Marketing Solutions, we believe a great workplace isn't just something we say - it's someth…
Sr. Enterprise Sales Executive - Industrial Equipment
Role Description & Responsibilities The Senior Client Executive Industrial Equipment is responsible for driving strategic account growth, executive engagement, and enterprise platform adoption wit…
Part Times Sales Associate- Key holder
Job Description Job Description Wolford From iconic bodywear essentials in innovative fabrics to athleisure that is equal parts fashion and function, Wolford is the modern woman's 24/7 ward…
Construction Manager
Career Site Header Job Summary The Construction Manager serves as the on-site community representative and supports Sun’s Construction Services team in managing assigned expansion, developmen…
General Submission
Start an Incredible Career at Serra Chrysler Dodge Jeep Ram Lake Orion At Serra Chrysler Dodge Jeep Ram Lake Orion, we don't just sell cars. We are deeply committed to our community and want you…
Sharkee's Team Member - Sharkee's Bar & Grill, Holland
Sharkee's is a fast-paced, high-energy workplace, with endless opportunities for skill development and advancement. Come join the best team in the Food and Beverage and the Hospitality Industries! …
Behavior Technician (BT)
Kona Medical Consulting is looking for BTs in Grand Blanc, Michigan. Below are the details of the position: Overview Learning Path ABA Services is seeking enthusiastic and compassionate Behavior …
Maintenance/Facilties Manager
Job Description Job Description Description: Job title: Maintenance/Facilities Manager Reports to: Plant Manager Summary/Objective The Maintenance Manager provides direction for …
Part time PM server
Job Description Job Description Job Title: Server Department: Food & Beverage Reports To: Tammy Phillips FLSA Status: Non-Exempt Summary: Sells and serves food and beverages in a…
Major Gifts Officer
Are you an experienced fundraiser looking for a role where you can translate warm leads into wishes to support Michigan kids? If so, read on! About Us At Make-A-Wish Michigan, we create life-ch…