Financial Planning Assistant
Hantz GroupMichigan, United States
Posted February 24, 2026
Full Time
About the Company
Michigan-based financial company that works with individuals and businesses to achieve their financial goals.
Job Description
Financial Planning Assistant at Hantz Group, a Michigan-based financial company. Assist in booking appointments, prepare quotes, market for insurance opportunities, and coordinate business meetings. Grow within the practice, obtain licenses, or become a Financial Advisor.
Requirements
- High School Diploma/GED
- Strong oral and written communication skills
- Strong organizational skills
- Basic database skills
- Proficient in Microsoft Office
Benefits
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- Vol LTD
- Vol Life
- Flexible Spending