Financial Planning Assistant

4 weeks ago

Saginaw, 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

AGWZpDBDcs

  • Financial Planning Assistant

    2 months ago

    Saginaw, 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 offers a multitude of services tailored to each individual client. We deliver a team of professionals that...

  • Financial Advisor

    2 months ago

    Saginaw, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Planning Analyst

    2 months ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionHantz 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...

  • Planning Analyst

    1 week ago

    Saginaw, 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...

  • Planning Analyst

    4 weeks ago

    Saginaw, 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...

  • Tax Planning Specialist

    1 week ago

    Saginaw, 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...

  • Tax Planning Specialist

    4 weeks ago

    Saginaw, 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...

  • Financial Advisor

    1 week ago

    Saginaw, 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 Advisor

    4 weeks ago

    Saginaw, 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...

  • Chief Financial Officer

    2 weeks ago

    Saginaw, United States Catholic Diocese Of Saginaw Full time

    Are you a seasoned, professional Chief Financial Officer that has a passion for serving their community, living daily their faith while influencing sound financial decisions and management? The Diocese of Saginaw is seeking a financial executive that desires a new opportunity for a servant leadership role, managing, overseeing, and facilitating excellence in...

  • Chief Financial Officer

    2 weeks ago

    Saginaw, United States Catholic Diocese Of Saginaw Full time

    Are you a seasoned, professional Chief Financial Officer that has a passion for serving their community, living daily their faith while influencing sound financial decisions and management? The Diocese of Saginaw is seeking a financial executive that desires a new opportunity for a servant leadership role, managing, overseeing, and facilitating excellence in...

  • Financial Service Representative/Universal Banker

    2 months ago

    Saginaw, United States The State Bank Full time

    Job DescriptionJob DescriptionThe State Bank in Thomas Township, MI is seeking to hire a full-time Financial Service Representative/Universal Banker Float to serve our customers by meeting the needs of each individual customer and always seeking the opportunity to improve their banking relationship. This is a float position, working at branch locations in...

  • Financial Services Representative/Universal Banker

    3 weeks ago

    Saginaw, United States The State Bank Full time

    Job DescriptionJob DescriptionThe State Bank in Thomas Township, MI is seeking to hire a full-time Financial Services Representative/Universal Banker to serve our customers by meeting the needs of each individual customer and always seeking the opportunity to improve their banking relationship. The typical schedule for this banking position is Monday-Friday...

  • Chief Financial Officer

    4 weeks ago

    Saginaw, United States Team One Credit Union Full time

    Team One Credit Union is currently seeking an experienced Chief Financial Officer (CFO). As a member of the executive team, the CFO will play a critical role in driving the financial strategy and ensuring the long-term financial health and sustainability of the credit union. The ideal candidate will be strategic, collaborative, and proactive, with a strong...

  • Senior Financial Leader-Client Opening

    2 weeks ago

    Saginaw, United States Rehmann Full time

    Job DescriptionJob DescriptionAre you a seasoned,  senior Financial Leader that has a passion for serving their community, living daily their faith while influencing sound financial decisions and management? The Diocese of Saginaw is seeking a financial executive that desires a new opportunity for a servant leadership role, managing, overseeing, and...

  • Chief Financial Officer-Client Opening

    3 weeks ago

    Saginaw, United States Rehmann Full time

    Job DescriptionJob DescriptionAre you a seasoned, professional Chief Financial Officer that has a passion for serving their community, living daily their faith while influencing sound financial decisions and management? The Diocese of Saginaw is seeking a financial executive that desires a new opportunity for a servant leadership role, managing, overseeing,...

  • Chief Financial Officer CFO

    1 month ago

    Saginaw, United States Shively Diversified Management Services Full time

    Job DescriptionJob DescriptionWe are seeking a Chief Financial Officer CFO - Direct Hire! You will help develop and execute the company's strategy and direction.The Chief Financial Officer position is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational...

  • Chief Financial Officer CFO

    2 months ago

    Saginaw, United States The Ladders Full time

    We are seeking a Chief Financial Officer CFO - Direct Hire! You will help develop and execute the company's strategy and direction. The Chief Financial Officer position is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that...

  • Chief Financial Officer CFO

    2 months ago

    Saginaw, United States Shively Diversified Management Services Full time

    Job DescriptionJob DescriptionWe are seeking a Chief Financial Officer CFO - Direct Hire! You will help develop and execute the company's strategy and direction.The Chief Financial Officer position is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational...

  • Financial Services Professional

    2 months ago

    Saginaw, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Saginaw, MI, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...