Financial Planning Assistant

3 days ago

Taylor, United States Hantz Group Full time
Job DescriptionJob DescriptionFinancial 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 PlanningHantz 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
 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*
 Benefits:
  • 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. 

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.
 

Powered by JazzHR

Q4qZtUPr7K

  • Planning Analyst

    3 days ago

    Taylor, United States Hantz Group Full time

    Job DescriptionJob DescriptionPlanning Analyst InternHantz 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...

  • Financial Analyst

    3 weeks ago

    Taylor, United States Judit Inc Full time

    **Job Title: Financial Analyst** **Location: Taylor, TX** **Summary**: Performs a variety of professional level variance analysis. Maintains specialized financial records and statistics and prepares financial reports. Performs related financial and budgetary duties as assigned. **General Job Description**: - Performs all work according to applicable...

  • Assistant Store Manager

    3 weeks ago

    Taylor, United States Community Choice Financial Family of Brands Full time

    Job DescriptionOverview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in...

  • Full Time Cash Operations/Vault Custodian

    2 days ago

    Taylor, United States DFCU Financial Full time

    Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of Michigans largest and best managed credit unions. **The Opportunity:** Our Taylor branch is looking for a full time Cash Operations / Vault Custodian to join their team. In this role, qualified candidates will be responsible for the secure and...

  • Tax Planning Specialist

    3 days ago

    Taylor, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax Planning SpecialistHantz 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...

  • Assistant Store Manager

    3 weeks ago

    Taylor, United States Community Choice Financial Family of Brands Full time

    Overview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in overseeing, training, and...

  • Financial Advisor

    3 days ago

    Taylor, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial AdvisorHantz 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...

  • Financial Analyst-306

    3 weeks ago

    Taylor, United States Preston Hunter Full time

    **NO C2C** **MUST RESIDE IN TEXAS** - **6 Month Contract-to-hire**: - **W2 Employee Only - NO CORP to CORP**: - **Must be a Texas resident**: - **It is expected that this individual will be onsite in Taylor Texas as needed based on business needs**: - **Starting range $25+/hr, DOE** **Please provide the number of years experience that you possess,...

  • Financial Analyst

    2 weeks ago

    Taylor, United States Preston Hunter Inc Full time

    6 Month Contract-to-hire W2 Employee Only- NO CORP to CORP Must be a Texas resident It is expected that this individual will be onsite in Taylor Texas as needed based on business needs Starting range $36+/hr, DOE Summary: Performs a variety of professional level variance analysis. Maintains specialized financial records and statistics and prepares financial...

  • Financial Analyst

    3 weeks ago

    Taylor, United States Preston Hunter Full time

    6 Month Contract-to-hireW2 Employee Only- NO CORP to CORPMust be a Texas residentIt is expected that this individual will be onsite in Taylor Texas as needed based on business needsStarting range $36+/hr, DOESummary:Performs a variety of professional level variance analysis. Maintains specialized financial records and statistics and prepares financial...

  • Financial Analyst

    4 weeks ago

    Taylor, United States Preston Hunter Full time

    Job DescriptionJob Description6 Month Contract-to-hireW2 Employee Only- NO CORP to CORPMust be a Texas residentIt is expected that this individual will be onsite in Taylor Texas as needed based on business needsStarting range $36+/hr, DOESummary:Performs a variety of professional level variance analysis. Maintains specialized financial records and statistics...

  • Financial Analyst

    4 weeks ago

    Taylor, United States Preston Hunter Full time

    Job DescriptionJob Description6 Month Contract-to-hireW2 Employee Only- NO CORP to CORPMust be a Texas residentIt is expected that this individual will be onsite in Taylor Texas as needed based on business needsStarting range $36+/hr, DOESummary:Performs a variety of professional level variance analysis. Maintains specialized financial records and statistics...

  • Financial Analyst

    1 week ago

    Taylor, United States TekwissenGroup Full time

    Performs a variety of professional level variance analysis. - Maintains specialized financial records and statistics and prepares financial reports. - Performs related financial and budgetary duties as assigned. **General Job Description**: - Performs all work according to applicable rules and regulations including regulatory requirements and organization...

  • Accountant / Financial Analyst

    1 week ago

    Taylor, United States TekWissen ® Full time

    Job Title: Accountant / Financial AnalystLocation: Taylor, TX 76574Duration: 6 MonthsJob Type: ContractWork Type: OnsitePay Rate: $45.00-50.00/Hourly/W2Overview: Tekwissen Group is a workforce management provider throughout the USA and many other countries in the world. Our client is an American organization that operates Texas's electrical grid, the Texas...

  • Financial Center Teller

    2 weeks ago

    Taylor, United States Independent Bank (TX) Full time

    We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Teller position. At Independent Financial, you will have an opportunity to make a difference in the community by helping our clients and providing quality service. If you want to become a part of a growing company and collaborative culture, we would love to...

  • Assistant Controller

    7 days ago

    Taylor, United States Soder Recruiting Full time

    Job DescriptionJob DescriptionPosition Summary:We are seeking a detail-oriented and experienced Assistant Controller to join our finance team. The Assistant Controller will support the Controller in overseeing the accounting operations, ensuring compliance with GAAP, and assisting with financial reporting and analysis. The ideal candidate will have a strong...

  • Assistant Controller

    4 weeks ago

    Taylor, United States Soder Recruiting Full time

    Job DescriptionJob DescriptionPosition Summary:We are seeking a detail-oriented and experienced Assistant Controller to join our finance team. The Assistant Controller will support the Controller in overseeing the accounting operations, ensuring compliance with GAAP, and assisting with financial reporting and analysis. The ideal candidate will have a strong...

  • Assistant Controller

    3 days ago

    Taylor, United States Soder Recruiting Full time

    Job DescriptionJob DescriptionPosition Summary:We are seeking a detail-oriented and experienced Assistant Controller to join our finance team. The Assistant Controller will support the Controller in overseeing the accounting operations, ensuring compliance with GAAP, and assisting with financial reporting and analysis. The ideal candidate will have a strong...

  • Planning Engineer Lead

    4 weeks ago

    Taylor, United States Electric Reliability Council of Texas Full time

    Job DescriptionAt ERCOT, our diverse and dynamic work environment provides a platform on which employees can work together to build the future of the Texas power grid and wholesale market utilizing the latest technologies and resources. We encourage you to join our talented, dedicated workforce to develop world-class solutions for today and tomorrow's...

  • Assistant Branch Manager

    2 weeks ago

    Taylor, Texas, United States Austin Telco Federal Credit Union Full time

    Austin Telco Federal Credit Union is a member owned, non-profit financial cooperative that has been serving the Austin Community since 1941. We seek individuals who want to help build True Financial Futures for the communities we serve and for themselves as career-oriented people. We're looking to grow our teams with those that have strong values and a...