Financial Planning Assistant
Hantz GroupWilloughby, Ohio, United States
Posted February 24, 2026
Full Time
About the Company
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.
Job Description
Financial Planning Assistant role at Hantz Group, a Michigan-based financial company that works with individuals and businesses to achieve financial goals. The role involves working with a team of Financial Advisors and Specialists, assisting with client services, and marketing for business opportunities. Opportunities for growth and obtaining licenses are available.
Requirements
- High School Diploma/GED
- Strong oral and written communication skills
- Strong organizational skills
- Basic database skills
- Proficient in Microsoft Office
- Ability to obtain required licenses
Benefits
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- Voluntary Life Insurance
- Flexible Spending