Hantz Group Financial Professional

3 weeks ago


Green Bay, Wisconsin, United States Hantz Group Full time
Join Our Team as a Financial Planning Assistant
Hantz Group, a renowned financial services company in Michigan, invites applications for the position of Financial Planning Assistant. We seek a motivated and detail-oriented individual to support our financial advisors and specialists in delivering exceptional client service. In this role, you will play a vital part in helping our clients achieve their financial goals.

About the Role
The successful candidate will work closely with our team to prepare for meetings, communicate with clients and internal teams, and ensure seamless coordination of business flow. You will also assist in preparing essential documents, marketing property/casualty insurance services, and coordinating meetings with advisors, tax teams, and estate planners. If you possess excellent organizational skills, strong communication abilities, and a passion for delivering outstanding client service, we encourage you to apply.

Key Responsibilities:
  • Support financial advisors in meeting preparation and follow-up
  • Communicate with clients and internal teams to coordinate business flow
  • Prepare essential documents, such as declaration page quote sheets
  • Market property/casualty insurance services to potential clients
  • Coordinate meetings with advisors, tax teams, and estate planners

What We Offer:
  • Competitive salary: $45,000 - $60,000 per year, depending on experience
  • Health, dental, and vision insurance
  • Paid time off and holidays
  • 401(k) retirement plan with company match
  • Voluntary life and disability insurance

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