Financial Planning Coordinator

4 weeks ago


Davison, United States Hantz Group Full time
Job Description

Hantz Group, a leading financial services company, is seeking a highly skilled Financial Planning Assistant to join our team. As a key member of our financial planning practice, you will play a vital role in helping our clients achieve their financial goals.

The Holistic Approach to Financial Planning

Hantz Group takes a comprehensive approach to financial planning, recognizing that each area of a client's financial situation impacts the others. Our financial planning practice is built on a foundation of expertise, collaboration, and a commitment to delivering exceptional results for our clients.

Key Responsibilities:

  • Assist in scheduling appointments for financial advisors
  • Prepare declaration page quote sheets for meetings
  • Market for property/casualty insurance service opportunities
  • Support financial advisors with client services
  • Coordinate business and meetings with advisors, tax professionals, and estate planners
  • Market to businesses for service opportunities
  • Ensure compliance with all industry rules and regulations
  • Perform other tasks as assigned

Requirements:

  • High School Diploma or equivalent
  • Strong oral and written communication skills
  • Excellent organizational skills
  • Basic database skills
  • Proficiency 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 welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.



  • Davison, United States Hantz Group Full time $36,000 - $50,000

    Job DescriptionJob DescriptionFinancial Planning AssistantHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual...


  • Davison, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented individual to join our team as a Planning Analyst Intern. As a Planning Analyst Intern, you will be an integral part of our Family Office, working closely with our Financial Advisors to provide exceptional support in the funding process of...

  • Planning Analyst

    3 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionPlanning Analyst InternHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...


  • Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax Planning SpecialistHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...

  • Financial Advisor

    3 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial AdvisorHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...


  • Davison, United States Hantz Group Full time

    Job OpportunityAt Hantz Group, we are seeking a highly skilled Tax Planning Specialist to join our team of financial professionals. Our company is a Michigan-based financial services firm that provides a range of services to individuals and businesses. We are committed to delivering exceptional results and building long-term relationships with our...


  • Davison, Michigan, United States V R Della Infotech Inc Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at V R Della Infotech Inc. The successful candidate will be responsible for coordinating and maintaining the schedule for all professional and paraprofessional clinical staff assigned to clinical programs.Key ResponsibilitiesCoordinate and schedule...


  • Davison, Michigan, United States V R Della Infotech Inc Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Schedule Coordinator to join our team at Superbeo. In this role, you will be responsible for coordinating and maintaining the schedule for all professional and paraprofessional clinical staff assigned to clinical programs.Key ResponsibilitiesCoordinate and schedule nursing,...

  • Senior Tax Specialist

    2 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionSenior Tax Planning SpecialistHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual...

  • Advanced Tax Planner

    3 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionAdvanced Tax PlannerHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...

  • Tax Intern

    2 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax InternHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a...

  • Tax Associate

    2 months ago


    Davison, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax AssociateHantz 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a...


  • Davison, United States TRS Healthcare Full time

    Job Summary:TRS Healthcare is seeking a skilled Registered Nurse to join our team as a Home Health Hospice specialist. As a key member of our healthcare team, you will be responsible for providing high-quality patient care and support in a home health setting.Key Responsibilities:Provide comprehensive nursing care to patients in their homes, including...


  • Davison, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly skilled Advanced Tax Planner to join our team. As a key member of our tax planning department, you will play a critical role in helping our clients achieve their financial goals through effective tax planning and strategy.Key Responsibilities:Analyze tax liability and...

  • Assistant Manager

    4 weeks ago


    Davison, Michigan, United States GPM Investments LLC Full time

    Job DescriptionOverviewGPM Investments LLC is seeking a highly motivated and experienced Assistant Manager to join our dynamic team at our thriving convenience store. As an Assistant Manager, you will play a key role in driving success and contributing to the growth of our business.Key ResponsibilitiesStore Operations: Collaborate with the Store Manager to...


  • Davison, United States McLaren Homecare & Hospice - Davison, MI Full time

    Home Health Nurse Job OpportunityMcLaren Homecare & Hospice - Davison, MI is seeking an experienced RN - Home Health to join our team. As a Home Health Nurse, you will provide high-quality patient care in the comfort of their own homes.Responsibilities:Provide skilled nursing care to patients in their homesAssess patient needs and develop individualized care...

  • Home Health Nurse

    2 weeks ago


    Davison, United States Della Infotech Full time

    Job SummaryWe are seeking a skilled and compassionate Home Health Nurse to join our team in Davison, MI. As a Hospice Home Health Care Coordinator, you will provide high-quality patient care and support to individuals in their homes, working closely with our clinical team to ensure the best possible outcomes.Key ResponsibilitiesInitiate and provide medically...

  • Physical Therapist

    4 weeks ago


    Davison, United States Phoenix Physical Therapy Full time

    Job SummaryThe Physical Therapist - Rehabilitation Specialist develops and implements physical therapy programs to restore function and improve physical movement. This role coordinates care across an interdisciplinary team of healthcare providers and oversees the work of physical therapy assistants, rehab aides, trainers, or other allied health...

  • Registered Nurse

    2 weeks ago


    davison, United States TRS Healthcare Full time

    Registered Nurse - Home Health TRS Healthcare is seeking a Registered Nurse who is licensed to work in MI, and has Home Health experience. The Registered Nurse assumes responsibility and accountability for incorporating the vision, values, mission and critical goals of the organization into their job performance. Minimum Requirements Include: • RN...

  • Travel Nurse RN

    4 weeks ago


    Davison, United States TRS Healthcare Full time

    Job Title: Home Health Hospice Registered NurseAbout the Job:TRS Healthcare is seeking a skilled and compassionate Registered Nurse to join our team as a Home Health Hospice Travel Nurse. As a key member of our healthcare team, you will provide high-quality patient care and support to individuals in need of home health and hospice services.Job...