Financial Planning Assistant

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. The Financial Planning Assistant role involves assisting in booking appointments, preparing quote sheets, marketing for insurance opportunities, and coordinating with advisors and other teams.

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