Holistic Financial Services Coordinator

5 days ago


Grandville, Michigan, United States Hantz Group Full time
Job Description
As a Financial Planning Assistant, you will work closely with our team of Financial Advisors and Specialists to provide exceptional service to our clients. Your responsibilities may include meeting prep, communicating with clients and our operations team, and assisting advisors with client services. You will also have opportunities to grow within the practice, obtain licenses, and become a Financial Advisor.

Essential Job Functions:
  • Prepare declaration page quote sheets 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


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