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The Experienced Financial Planning Assistant at Hantz Group will work with Financial Advisors to assist in meeting preparation, client communication, and business coordination. Responsibilities include booking appointments, preparing documents, maintaining client relationships, and attending meetings. The role requires a High School Diploma/GED, strong communication and organizational skills, basic database proficiency, and Series 7 licensing is preferred.

As a Financial Advisor at Hantz Group, you will develop and maintain a client base while analyzing investment opportunities and recommending appropriate strategies. Your role includes marketing investment products, preparing presentations, and ensuring compliance with industry regulations. You will work collaboratively with experts across various financial disciplines to deliver holistic advisory services to clients.

The Premier Insurance Specialist acts as a liaison between registered representatives and product providers. Responsibilities include managing communications, ensuring accurate compliance, providing underwriting support, handling service inquiries regarding policies, and assisting in policy placements. The role requires problem-solving skills and proficiency in MS Office while working within a team environment.