Financial Planning Specialist
5 days ago
Hantz Group is a dynamic Michigan-based financial services company that helps individuals and businesses achieve their financial goals. As a Financial Planning Specialist, you will be part of the Family Office team, working closely with experienced Financial Advisors to gain in-depth knowledge of the financial services industry.
The role involves serving as a liaison between Financial Advisors and Product Providers, ensuring seamless communication and efficient transaction processing. You will also manage a caseload of communications, including phone calls and emails, to provide critical support in the funding process of customer accounts.
Key responsibilities include:
- Reviewing new business for accuracy and compliance, then following up with Product Providers and Financial Advisors to complete transactions;
- Managing case loads of communications to provide critical support in the funding process of customer accounts;
- Studying for and obtaining Property & Casualty licenses;
- Opportunities for growth through acquiring FINRA Securities Licenses available.
To succeed in this role, you should possess strong oral and written communication skills, effective time management skills, and the ability to work independently. Proficiency in Microsoft Office is also essential.
Hantz Group offers a collaborative work environment, flexible working hours, and opportunities for growth and development. The estimated salary for this role is $40,000 - $60,000 per year, based on location and experience.
This is an exciting opportunity to join a growing organization and contribute to its success. If you are passionate about finance and looking to build a career in the industry, we encourage you to apply.
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Financial Data Processing Specialist
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Operations Director
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Travel Nurse RN Specialist
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