Financial Planning Assistant

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    "url": "https://hantzgroup.applytojob.com/apply/jobs/details/PZIzPc4wJO?&",
    "heading": "Financial Planning Assistant",
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    "description_html": "<div class=\"job_description\">\n\t\t\t\t\t<span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Financial Planning Assistant</span></span></b><br><br><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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&#8217;s most important for their families.</span></span></span></span></span><br><span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">The Holistic Approach to Financial Planning</span></span></b></span></span></span><br><span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Hantz Group recognizes that each area of one&#8217;s financial situation impacts the other and that is why we offer a holistic approach to our client&#8217;s financial planning. Financial Planning is the core of our holistic approach.<br><br>As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.</span></span></span></span></span><br><span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Essential Job Functions:</span></span></b></span></span></span><ul><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Assist in booking appointments for advisors</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Prepare declaration page quote sheet for meetings</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Market for property/casualty insurance service opportunities</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Assist advisors with client services</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Coordinate business and meetings with advisors, tax team and estate planners</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Market to companies for business opportunities</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Comply with All Industry Rules and Regulations</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">All other tasks assigned</span></span></span></span></span></span></li></ul><span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Education/Knowledge &amp; Skills:</span></span></b></span></span></span><ul><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">High School Diploma/GED</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Strong oral and written communication skills</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Strong organizational skills</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Basic database skills</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Proficient in Microsoft Office</span></span></span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Must be Able to Obtain Required Licenses*</span></span></span></span></span></span></li></ul><span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Benefits:</span></span></b></span></span></span><ul><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending</span></span></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Eligibility Requirements Vary</span></span></span></span></span></span></li></ul></li></ul>&#160;<ul><li style=\"margin-bottom:11px;\"><span style=\"font-size:11pt;\"><span><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident &amp; Health, Variable Contracts, State Property &amp; Casualty |<i>&#160;HFSI will sponsor and pay for all required licensing on a loan basis.</i></span></span></span></span></span></span></li></ul><br><span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.</span></span></span></span></span><br><br><span style=\"font-size:11pt;\"><span style=\"line-height:107%;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:107%;\">As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.</span></span></b></span></span></span><br><br><br>&#160;",
    "description_text": "Financial Planning Assistant\n 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.\n The Holistic Approach to Financial Planning\n Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach.\nAs a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.\n Essential Job Functions: Assist in booking appointments for advisors\n Prepare declaration page quote sheet for meetings\n Market for property/casualty insurance service opportunities\n Assist advisors with client services\n Coordinate business and meetings with advisors, tax team and estate planners\n Market to companies for business opportunities\n Comply with All Industry Rules and Regulations\n All other tasks assigned\n Education/Knowledge & Skills: High School Diploma/GED\n Strong oral and written communication skills\n Strong organizational skills\n Basic database skills\n Proficient in Microsoft Office\n Must be Able to Obtain Required Licenses*\n Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary\n   Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty |  HFSI will sponsor and pay for all required licensing on a loan basis.\n The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.\n As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.",
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