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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.

The Financial Planning Assistant at Hantz Group works with Financial Advisors and Specialists to assist in various financial planning tasks such as appointment booking, preparing documents for meetings, client services, and more. This role offers opportunities for growth within the practice and obtaining licenses to become a Financial Advisor.

As a Financial Planning Assistant at Hantz Group, you will work collaboratively with Financial Advisors and Specialists to provide financial planning services to individuals and businesses. Responsibilities include appointment booking, preparing quotes, client communication, and coordinating meetings. Basic database and communication skills are required.

The Financial Advisor at Hantz Group will develop and maintain a client base, analyze investment opportunities, recommend strategies, and prepare presentations. Advisors will collaborate with experts in finance and comply with regulations while growing their practice with ongoing support.

Financial Advisor role at Hantz Group, a Michigan-based financial company focusing on asset management, financial planning, insurance, tax strategy, estate planning, and more. Responsibilities include developing client base, analyzing investment opportunities, selling investment products, delivering presentations, attending meetings, and ensuring compliance with industry rules. Bachelor's degree or equivalent experience required. Strong communication skills and motivation are essential. Benefits include health/dental/vision insurance, paid time off, 401K, and more. Multiple office locations in Michigan and northern Ohio.

Hantz Group is seeking a Financial Advisor to help individuals and businesses achieve their financial goals through a holistic approach to financial planning. Responsibilities include developing and maintaining a client base, analyzing investment opportunities, and complying with industry regulations. Benefits include health/dental/vision insurance, paid time off, and 401K.

Financial Advisor position at Hantz Group, a Michigan-based financial company offering holistic financial planning services. Responsibilities include developing client base, analyzing investment opportunities, recommending strategies, selling investment products, and complying with industry regulations. Benefits include health insurance, paid time off, and 401K. Bachelor's degree or equivalent experience required with strong communication skills and motivation. Licenses required include FINRA Series 7, Series 66, state life and health, variable contracts, and property and casualty. Hantz Group does not discriminate in employment opportunities. Multiple office locations in Michigan and northern Ohio.