Financial Planning Coordinator
7 days ago
Hantz Group is a leading Michigan-based financial services company that offers a range of services tailored to meet the unique needs of its clients. We are a Family Office that manages over $11 billion in assets and has 20+ offices with a team of over 600 employees. Our holistic approach focuses on reducing stress and saving time for our clients, allowing them to focus on what's most important.
The Role:
We are seeking a highly motivated Financial Planning Coordinator to join our team. As a key member of our Family Office, you will work closely with our Financial Advisors to provide critical support in the funding process of customer accounts. Your responsibilities will include daily reviews of new business for accuracy and compliance, managing a case load of communications, and studying for and obtaining a Property & Casualty license. You will also have opportunities for growth through acquiring FINRA Securities Licenses.
What You'll Do:
- Work as a liaison between Financial Advisors and Product Providers
- Daily review of new business for accuracy and compliance, followed by follow-up with Product Providers and Financial Advisors to complete and settle transactions/business
- Manage a case load of communications, including phone calls and emails from Financial Advisors and Product Providers, to provide critical support in the funding process of customer accounts
- Study for and obtain a Property & Casualty license
- Opportunities for growth through acquiring FINRA Securities Licenses
- Comply with all Industry Rules and Regulations
Requirements:
- Pursuing a Bachelor's Degree
- Interest in pursuing a career in financial services
- Availability to work 20-25 hours a week
- Strong oral and written communication skills
- Effective time management skills and ability to work independently
- Detail-oriented and strong analytical problem-solving skills
- Ability to complete industry licensing
- Proficient in Microsoft Office
Why Hantz Group:
We are a growing organization with multiple offices throughout Michigan and northern Ohio. We offer a collaborative and dynamic work environment that allows for professional growth and development. Our team members are experts in their fields and work together to deliver superior outcomes for our clients. By joining our team, you will be part of a successful and innovative company that values teamwork, dedication, and hard work.
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