Financial Planning Coordinator

4 days ago


Traverse City, Michigan, United States Hantz Group Full time
Job Overview

Hantz Group, a leading financial services company, is seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will play a critical role in supporting our financial advisors and specialists in delivering exceptional client service.

Key Responsibilities
  • Assist in scheduling appointments and preparing meeting materials for financial advisors
  • Communicate with clients and internal teams to ensure seamless business flow
  • Market financial services to clients and prospects
  • Provide administrative support to financial advisors, including data entry and record-keeping
  • Coordinate with tax and estate planning teams to ensure comprehensive client service
  • Market financial services to businesses and individuals
  • Ensure compliance with industry regulations and company policies
Requirements
  • High school diploma or equivalent required
  • Strong communication and organizational skills
  • Basic database skills and proficiency in Microsoft Office
  • Ability to obtain required licenses and certifications
Benefits
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment


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