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Financial Planning Assistant

Taylor, Michigan
Job Type
19 May 2023
Financial Planning Assistant

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.

Areas of focus:

Asset Management


Banking & Cash Management

Estate Planning

Financial Planning & Retirement

Tax Strategy and Planning

Debt (Commercial and Consumer Lending)

Property & Casualty Insurance (Personal & Business)

Essential Job Functions:

Assist in booking appointments for advisors

Prepare declaration page quote sheet for meetings

Market for property/casualty insurance service opportunities

Assist advisors with client services

Coordinate business and meetings with advisors, tax team and estate planners

Market to companies for business opportunities

Comply with All Industry Rules and Regulations

All other tasks assigned

Education/Knowledge & Skills:

High School Diploma/GED

Strong oral and written communication skills

Strong organizational skills

Basic database skills

Proficient in Microsoft Office

Must be Able to Obtain Required Licenses

Required Licenses- FINRA SIE , FINRA Series 7 , FINRA Series 66 , State Life, Accident & Health, Variable Contracts, State Property & Casualty

HFS will sponsor and pay for all required licensing on a loan basis. The loan will be forgiven after one year of full time employment. Hours accumulated in an internship will not be counted toward the full time requirement.

Insurance products offered through Hantz Agency, LLC. Investment products offered through Hantz Financial Services, Inc. member FINRA/SIPC

Hantz Group's headquarters is located in Southfield, Michigan. We maintain additional offices serving communities in Northern Michigan, Mid-Michigan, the Capital area, Metro Detroit, Southern Michigan, and the Toledo and Cleveland markets.


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  • Job Reference: 1010169251-2
  • Date Posted: 19 May 2023
  • Recruiter: Hantz Group
  • Location: Taylor, Michigan
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent