Financial Planning Assistant

1 month ago

Traverse City, United States Hantz Group Full time
Job DescriptionJob Description

Financial 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 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

*Banking & Cash Management

*Estate Planning

*Financial Planning & Retirement

*Tax Strategy and Planning

*Debt (Commercial and Consumer Lending)

*Property & Casualty Insurance (Personal & Business)

 

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 SIE**, FINRA Series 7**, FINRA Series 66**, State Life, Accident & Health, Variable Contracts, State Property & Casualty 

HFS will sponsor and pay for all required licensing on a loan basis.  The loan will be forgiven after one year of full time employment.   Hours accumulated in an internship will not be counted toward the full time requirement. 

Insurance products offered through Hantz Agency, LLC.  Investment products offered through Hantz Financial Services, Inc. member FINRA/SIPC

 Hantz Group’s headquarters is located in Southfield, Michigan.  We maintain additional offices serving communities in Northern Michigan, Mid-Michigan, the Capital area, Metro Detroit, Southern Michigan, and the Toledo and Cleveland   markets.

 OTHER POSITIONS AVAILABLE AT OUR OFFICES THROUGHOUT MICHIGAN AND NORTHERN OHIO

 

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