Financial Planning Coordinator

4 days ago


Marquette, Michigan, United States Hantz Group Full time
Job Description

Hantz Group is a leading financial services company that provides comprehensive financial solutions to individuals and businesses. As a Financial Planning Assistant, you will play a vital role in helping our clients achieve their financial goals.

The Holistic Approach to Financial Planning

Hantz Group takes a holistic approach to financial planning, recognizing that each area of a client's financial situation impacts the others. Our team of experts works together to provide a comprehensive financial plan that addresses all aspects of a client's financial life.

Key Responsibilities:
  • Assist in booking appointments for financial advisors
  • 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 teams, and estate planners
  • Market to companies for business opportunities
  • Comply with all industry rules and regulations
  • Perform other tasks as assigned
Requirements:
  • High School Diploma or equivalent
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Ability to obtain required licenses
Benefits:
  • Health, dental, and vision insurance
  • Paid time off
  • 401(k) plan
  • Voluntary life insurance
  • Flexible spending account

Hantz Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.



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