Financial Planning Assistant

Job DescriptionJob DescriptionFinancial Planning AssistantHantz 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...

Position DescriptionTitle: Financial AdvisorReports to: Lead AdvisorBenefits: YesStatus: ExemptAre you passionate about making a difference in people’s lives while thriving in a team-centric environment?  Who is SYM? SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an...

About WeaverWeaver is a leading national accounting, advisory, and consulting firm that offers a wide range of services to professionals in various fields. Our firm is expanding into wealth management services, providing comprehensive wealth plans and investment management to high net worth and ultra-high net worth clients.Job SummaryWe are seeking a...

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:Managing client relationships through ongoing client contact and communications to establish and maintain a...

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:Managing client relationships through ongoing client contact and communications to establish and maintain a...

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...

About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...

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...

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...

Job OverviewExperienced Insurance Advisor(Candidates must reside in West Texas)At New York Life, you have the opportunity to shape your career path. You can expand your practice with the support of a Fortune 100 organization recognized as a leader in the financial services sector.What We Provide:A comprehensive array of products tailored to meet client...

Wealth Management AdvisorAct as a reliable resource for clients by offering comprehensive financial strategies and investment solutions.Establish connections with affluent clients to assist them in reaching their financial aspirations.Collaborate with a dedicated team to create and oversee tailored financial strategies.Facilitate client discussions and...

About the RoleThe Investor Relations Analyst will play a key role in managing and executing the company's investor relations strategy, reporting directly to the Vice President of Investor Relations.Key ResponsibilitiesAssist with the quarterly earnings process, including preparing and distributing press releases, earnings call scripts, Q&A documents, analyst...

DescriptionWhat we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and...

Summary: This position will be located in Saginaw, MI. Hybrid schedule may be available following orientation period. The Financial Analyst II can do either (or both) the Accountant role or the Financial Analyst role below. This Accountant position may be responsible for the preparation, accuracy, completeness, and analysis of financial statements and...

Job Overview:The Principal Financial Operations Analyst is responsible for scrutinizing both monthly and weekly operational and financial metrics across all service divisions. This role involves assessing historical and current financial data to provide actionable business insights, supporting the analysis and upkeep of the organization's internal financial...

About the RoleWe are seeking a highly skilled F&I Manager Assistant to join our team at Sewell Family of Companies. As a key member of our Finance and Insurance department, you will play a crucial role in supporting our customers and ensuring a seamless and efficient process for vehicle sales and financing.Key ResponsibilitiesFinancial Document Preparation:...

Job Overview:The Principal Financial Consultant is responsible for examining operational and financial metrics on a weekly and monthly basis across all service divisions. This role involves assessing historical and current financial information to provide strategic business insights, supporting the upkeep and analysis of the organization’s internal...

About the RoleWe are seeking a highly motivated and self-disciplined Insurance Sales Professional to join our team at New York Life. As a Financial Services Representative, you will have the opportunity to help clients develop a long-term financial strategy to achieve their financial goals.Key ResponsibilitiesHelp clients develop a comprehensive financial...

Job Description: Job Summary The Senior Financial Analyst analyzes monthly and weekly operational and financial data for all service lines; evaluates current and previous financial data to make business recommendations; assists in analysis and maintenance of the organization's internal financial model; assists in strategic M&A review and subsequent process...

Company DescriptionSYM Financial Advisors is a fee-only, employee-owned financial advisory firm based in Fort Wayne, IN; Indianapolis, IN; Winona Lake, IN; Mishawaka, IN and Midland, MI. With a client-centric philosophy, we focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best...