Assistant Financial Planner

2 weeks ago


Marquette, Michigan, United States Hantz Group Full time
About Our Team

Hantz Group is a leading Michigan-based financial company that helps individuals and businesses achieve their financial goals. With over 20 offices and 600 employees, we offer a range of services tailored to each client's unique needs.

Job Description

As a Financial Planning Assistant, you will work closely with our experienced Financial Advisors to provide exceptional client service. Your primary responsibilities will include assisting in booking appointments, preparing declaration page quote sheets, marketing for property/casualty insurance service opportunities, and coordinating business and meetings with advisors, tax teams, and estate planners.

Key Qualifications
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Basic database skills
  • Proficient in Microsoft Office

We offer a competitive salary of $45,000 per year, as well as comprehensive benefits, including health, dental, and vision insurance, paid time off, 401(k), and more.

Benefits
  • A competitive salary of $45,000 per year
  • Comprehensive benefits package
  • Ongoing training and development opportunities


  • Marquette, Michigan, United States Hantz Group Full time

    Role DescriptionWe are seeking a highly motivated and detail-oriented individual to join our Tax Team as a Tax Intern. In this role, you will analyze tax liability, prepare tax projections, attend meetings and trainings, work with the Tax Team to assist in servicing clients, and comply with all industry rules and regulations.This is a fantastic opportunity...


  • Marquette, Michigan, United States Hantz Group Full time

    Explore a dynamic role at Hantz Group, a Michigan-based financial services company. We are seeking a Financial Planning Operations Specialist to join our team.We manage over $11B+ of assets and have 20+ offices across the state, employing over 600 professionals. Our diverse client base necessitates a multifaceted approach to financial planning, emphasizing...


  • Marquette, Michigan, United States Almost Family Personal Care Full time

    We are seeking a skilled and compassionate Personal Care Assistant to join our team at Almost Family Personal Care. As a Personal Care Assistant, you will play a vital role in providing top-notch care and support to our clients in the comfort of their own homes.Job SummaryThe Home and Community Bases Services Aide is a person who provides support, assistance...


  • Marquette, Michigan, United States RangeBank Full time

    Job SummaryWe are seeking a highly detail-oriented Commercial Lending Administrative Assistant to join our Business Banking team at RangeBank. The Commercial Lending Administrative Assistant will provide administrative support to our Business Banking Loan Officers, focusing on loan processing and customer service.ResponsibilitiesPrepare loan closing...

  • Tax Professional

    6 days ago


    Marquette, Michigan, United States Hantz Group Full time

    Job OverviewHantz Group, a leading financial services company in Michigan, is seeking a talented Tax Intern to join our team. As a Tax Intern, you will have the opportunity to work closely with our experienced CPAs, Accountants, and Financial Advisors to gain valuable hands-on experience in tax accounting.About the RoleThe successful candidate will be...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    Compensation and BenefitsThe successful candidate will receive a competitive salary of $7,500 sign-on bonus with a 24-month commitment. In addition to this, you can expect:Shift Differentials: $2.60 nights, $2.00 weekends, $1.00 Specialty Certs, double-time incentive shifts, plus flexible shifts/self-schedulingComprehensive medical, dental, and vision plans,...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    CompensationThe estimated salary for this position is $85,000 - $105,000 per year, depending on experience. In addition to your base compensation, this position also offers:$7,500 sign-on bonus w/24-month commitmentShift Differentials: $2.60 nights, $2.00 weekends, $1.10 afternoons, $1.00 Specialty Certs, double-time incentive shifts, plus flexible...

  • Critical Care Nurse

    4 weeks ago


    Marquette, Michigan, United States OneStaffMedical Full time

    Travel Registered Nurse RN Intensive Care Unit ICU at OneStaffMedicalWe are seeking a highly skilled and compassionate Travel Registered Nurse RN to join our team in the Intensive Care Unit ICU. As a critical care nurse, you will provide exceptional patient care to individuals with life-threatening medical conditions in hospitals or healthcare facilities.The...


  • Marquette, Michigan, United States Host Healthcare Full time

    Experience the Comfort of Travel Nursing with Host HealthcareWe are seeking a talented Registered Nurse to join our team in Marquette, Michigan. This is a 13-week assignment in the ICU - Intensive Care Unit, offering a rewarding opportunity to make a difference in the lives of patients.About the Assignment:ICU - Intensive Care Unit specialtyRN discipline36...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    At UP Health System - Marquette, we prioritize your well-being to enable exceptional patient care.We offer a $7,500 sign-on bonus and a competitive salary range of $85,000 - $110,000 annually, based on experience.As an Emergency Department Registered Nurse, you will provide high-quality patient care and make a meaningful impact in our dynamic environment.Our...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    OverviewWe are driven by a profound commitment to prioritize your well-being at UP Health System - Marquette.Salary and BenefitsThe estimated salary for this role is $ $67,500 per year, with opportunities for shift differentials, comprehensive medical and dental plans, paid time off, and tuition reimbursement.Job DescriptionYou will serve as a patient-care...

  • Registered Nurse

    1 week ago


    Marquette, Michigan, United States UP Health System - Marquette Full time

    About the OpportunityWe are excited to offer a challenging and rewarding opportunity for a Registered Nurse (RN) to join our Cardiac Unit at UP Health System - Marquette. As a key member of our team, you will have the chance to utilize your specialized skills and knowledge to make a positive impact on the lives of our patients and their families.Key...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    About Our TeamWe are a dynamic and supportive team of healthcare professionals dedicated to providing exceptional care to our patients. As a Registered Nurse (RN) in our Cardiac Unit, you will be part of a collaborative team that values your skills, expertise, and compassion.Your RoleYou will work closely with other healthcare professionals to develop and...

  • Medical Resident

    2 weeks ago


    Marquette, Michigan, United States LifePoint Health Full time

    Company OverviewUP Health System – Marquette is a 222-bed hospital and houses the region's only Level II Trauma Center and Neonatal Intensive Care Unit (NICU). The organization provides outreach with programs like annual health and safety fairs, health screenings for the entire family, and more to keep our community healthy. We pride ourselves on being a...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    A Meaningful Career in Patient-Centered CareWe seek a skilled and empathetic Registered Nurse (RN) to join our team at UP Health System - Marquette. In this fulfilling role, you will collaborate with a multidisciplinary team to provide personalized patient care and shape exceptional patient journeys.With a salary of $90,000-$125,000 per year, depending on...


  • Marquette, Michigan, United States LocumTenens Full time

    Job Summary:We are seeking a Neonatal Nurse Practitioner to join our team on a locum tenens basis. This is a great opportunity for an experienced NNP to work in a pediatric hospital setting and gain new skills and experience.Key Responsibilities:Providing primary and secondary care to newbornsPerforming medical procedures such as umbilical arterial...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    About Our TeamAt UP Health System - Marquette, we value our employees' experiences and prioritize their well-being. As a registered nurse joining our team, you will be part of a community-driven mission to make communities healthier. Our team is dedicated to exceptional patient care, innovation, and professional growth.Work EnvironmentYou will work in our...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    Varied ICU RN Job SummaryWe are seeking an experienced and skilled Registered Nurse (RN) to join our ICU team at UP Health System - Marquette. As a varied ICU RN, you will be responsible for providing high-quality patient care to critically ill patients, utilizing your specialized plan-of-care intervention and clinical skills.Key ResponsibilitiesProvides...


  • Marquette, Michigan, United States UP Health System - Marquette Full time

    About the JobWe are seeking a highly skilled and compassionate Registered Nurse (RN) to join our Cardiac Unit at UP Health System - Marquette. As a valued member of our team, you will have the opportunity to make a meaningful impact in the lives of our patients and their families.Key ResponsibilitiesProvide high-quality patient care through the...


  • Marquette, Michigan, United States Lifepoint Health Full time

    UP Health System - MarquetteWe are excited to invite BE/BC Interventional Cardiologists to join our exceptional team at the Marquette Heart & Vascular Institute, the region s leader in innovative and compassionate cardiac care.About the Position:Structural and TAVR Procedures: Engage in a wide range of structural and TAVR procedures, providing top-notch care...