Planning and Operations Specialist

5 days ago


Southfield, Michigan, United States Hantz Group Full time
Our Team

Hantz Group is committed to providing exceptional customer service and financial solutions to individuals and businesses across Michigan. We are seeking a highly organized and detail-oriented Planning and Operations Specialist to join our financial planning practice.

This role will involve assisting financial advisors with client services, preparing declaration page quote sheets for meetings, and maintaining accurate records and databases. The ideal candidate will have a strong understanding of organizational skills, database management, and Microsoft Office proficiency. A high school diploma/GED is required, and obtaining required licenses (FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty) will be sponsored by Hantz Group.

Duties:

  • Booking appointments for advisors
  • Preparing declaration page quote sheets for meetings
  • Maintaining accurate records and databases
  • Assisting advisors with client services and business flow
  • Complying with industry regulations and rules

Perks:

  • Salary range: $60,000 - $80,000 per annum
  • Benefits package including Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending


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