Strategic Financial Planning Associate
5 days ago
Hantz Group, a leading financial services company based in Michigan, is seeking a highly motivated Strategic Financial Planning Associate. This role offers an exciting opportunity to join a dynamic team and contribute to the success of our clients.
Job Description:
In this position, you will work closely with our experienced financial advisors to provide critical support in the funding process of customer accounts. Your responsibilities will include daily review of new business, accuracy and compliance reviews, and follow-up with product providers and financial advisors to complete and settle transactions.
Key Responsibilities:
- Work as a liaison for financial advisors and product providers
- Daily review of new business for accuracy and compliance
- Follow up with product providers and financial advisors to complete and settle transactions
- Manage a case load of communications including phone calls and emails from financial advisors and product providers
Requirements:
- Pursuing a Bachelor's Degree in a relevant field
- Interest in pursuing a career in financial services
- Availability to work 20-25 hours a week
- Strong oral and written communication skills
- Effective time management skills and ability to work independently
- Detail-oriented and strong analytical problem-solving skills
- Ability to use constructive criticism to positively influence work
- Proficient in Microsoft Office
Estimated Salary: $45,000 - $60,000 per year, depending on experience. Located in Michigan and northern Ohio, Hantz Group offers a competitive salary and opportunities for growth within the company.
About Us:
Hantz Group is a family-owned financial services company with over $11B+ in assets under management. We are committed to providing exceptional service to our clients and offer a unique opportunity for individuals to grow their careers in a supportive and collaborative environment.
We Offer:
- A competitive salary and benefits package
- Opportunities for growth and professional development
- A supportive and collaborative work environment
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