Financial Planning Assistant
Company: Hantz Group
Location: Saginaw
Posted on: May 23, 2023
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Job Description:
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 offers 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.Areas of
focus: Asset Management Insurance Banking & Cash Management Estate
Planning Financial Planning & Retirement Tax Strategy and Planning
Debt (Commercial and Consumer Lending) Property & Casualty
Insurance (Personal & Business)Essential Job Functions: Assist in
booking appointments for advisors Prepare declaration page quote
sheet for meetings Market for property/casualty insurance service
opportunities Assist advisors with client services Coordinate
business and meetings with advisors, tax team and estate planners
Market to companies for business opportunities Comply with All
Industry Rules and Regulations All other tasks
assignedEducation/Knowledge & Skills: High School Diploma/GED
Strong oral and written communication skills Strong organizational
skills Basic database skills Proficient in Microsoft Office Must be
Able to Obtain Required Licenses Required Licenses- FINRA SIE ,
FINRA Series 7 , FINRA Series 66 , State Life, Accident & Health,
Variable Contracts, State Property & CasualtyHFS will sponsor and
pay for all required licensing on a loan basis. The loan will be
forgiven after one year of full time employment. Hours accumulated
in an internship will not be counted toward the full time
requirement.Insurance products offered through Hantz Agency, LLC.
Investment products offered through Hantz Financial Services, Inc.
member FINRA/SIPC Hantz Group's headquarters is located in
Southfield, Michigan. We maintain additional offices serving
communities in Northern Michigan, Mid-Michigan, the Capital area,
Metro Detroit, Southern Michigan, and the Toledo and Cleveland
markets. OTHER POSITIONS AVAILABLE AT OUR OFFICES THROUGHOUT
MICHIGAN AND NORTHERN OHIOIY0o8GXc5k
Keywords: Hantz Group, Saginaw , Financial Planning Assistant, Accounting, Auditing , Saginaw, Michigan
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