Financial Planning Assistant
Company: Hantz Group
Location: Taylor
Posted on: May 25, 2023
|
|
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 assigned
-Education/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 & Casualty -HFS 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
OHIO -Powered by JazzHR
Keywords: Hantz Group, Taylor , Financial Planning Assistant, Accounting, Auditing , Taylor, Michigan
Click
here to apply!
|