H

Experienced Financial Planning Assistant

icon building Company : Hantz Group
icon briefcase Job Type : Full Time
icon geo-alt Saginaw, Mi

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
icon loader

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Experienced Financial Planning Assistant


Financial Planning Assistant

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
 Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.  Financial Planning is the core of our holistic approach.

As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role includes meeting prep, communicating with clients, following up with our operations team to follow up on business flow. 
 
Essential Job Functions:
  • Assist in booking appointments for advisors
  • Prepare declaration page quote sheet for meetings, application and mailing 
  • Maintain a good rapport with clients as well as staff members
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Attend Meetings and Continuing Education Sessions
  • Comply with All Industry Rules and Regulations
  • All other tasks assigned
 
Education/Knowledge & Skills:
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Series 7 Licensed Preferred 
  • Must be Able to Obtain Required Licenses*
 
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary

*Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis. 

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
 
Original job Experienced Financial Planning Assistant posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
thunder iconAuto-Apply to Similar Jobs
Share Job
Share Job
thunder icon

Get your Resume Reviewed for Free

thunder iconAutomate Job Applications for Similar Jobs

Auto-Apply to Financial Planning Assistant Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Financial Planning Assistant Jobs in the US

thunder icon

Get your Resume Reviewed for Free

GrabJobs us
facebook icon instagram icon linkedin icon

GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast! Find the best jobs in the US, apply in 1 click and get a job today!

Mobile Apps

GrabJobs iOS App logo GrabJobs Android App logo GrabJobs Huawei App logo

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.

Privacy Policy Terms of Use