Financial Planning Assistant

Canton, MI
Full Time
Entry Level

 

 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 offers 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.

Areas of focus:

  •  Asset Management
  • Insurance
  • Cash Flow Analysis
  • Estate Planning
  • Financial Planning and Retirement
  • Tax Strategy and Planning
  • Debt Strategies
  • Property and Casualty Insurance 

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*

 

*Required Licenses- FINRA Securities Industry Essentials**, FINRA Series 7**, FINRA Series 66**, State Life, Accident & Health, Variable Contracts, State Property & Casualty 

 

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