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As a Financial Planning Assistant, you will support Financial Advisors by assisting in bookings, preparing meeting materials, and communicating with clients to ensure smooth business operations. You will have opportunities to grow your career into roles such as a Financial Advisor through obtaining necessary licenses.

As a Financial Planning Assistant, you will support Financial Advisors by scheduling appointments, preparing materials for meetings, marketing insurance services, and coordinating with other teams on client matters. This role provides opportunities for career growth, including obtaining licenses to advance to Financial Advisor roles.

As a Financial Planning Assistant at Hantz Group, you will support financial advisors by booking appointments, preparing documents for meetings, communicating with clients, and coordinating business efforts related to insurance services. This position allows for growth within the company and the opportunity to obtain necessary licenses.

As a Financial Planning Assistant at Hantz Group, you will support financial advisors by booking appointments, preparing meeting materials, and communicating with clients. You'll assist with client services and coordinate business activities while ensuring compliance with industry regulations. This role offers growth opportunities within the financial planning practice.

As an Advanced Tax Planner at Hantz Group, you will be responsible for analyzing tax liability, preparing tax projections, filing tax returns, developing financial strategies, and reducing clients' tax liability. You will also collaborate with financial advisors and other specialists to identify opportunities for clients.

As an Advanced Tax Planning Specialist, you will collaborate with Financial Advisors to create strategies to minimize clients’ tax liabilities, conduct tax analysis, and prepare tax returns. Responsibilities include preparing projections, delivering client presentations, and representing clients before the IRS.

As an Advanced Tax Planning Specialist at Hantz Group, you will collaborate with Financial Advisors to develop financial strategies and reduce clients' tax liability. Responsibilities include analyzing tax liability, preparing tax projections, filing tax returns, presenting to clients, and developing client base. Must have a Bachelor's Degree in Accounting or Finance, 6+ years of tax preparation experience, and active EA or CPA license.