Financial Planning Assistant
Employment type
Full-time
Work setting
On-site
Location
Davison, MI
Schedule
Day shift
Posted
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Job overview
The Financial Planning Assistant is an onsite, full-time role located in Davison, MI. Compensation is not specified, and this role supports the financial services provided by Hantz Group. This role exists to support Financial Advisors and specialists in delivering holistic financial planning to clients. The assistant contributes to the team by preparing for meetings, managing client communications, and coordinating business flow to help clients achieve their financial goals.
What we're looking for
- Skills & competencies
- full-timeday shiftdavison mihantz groupfinancial planningassistantfinanceclient servicesadministrative401khealth insurancedental insurancevision insurance
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health/dental/vision insurance, PTO, 401k, flexible spending, licensing sponsorship.
About the employer
Hantz Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4041.00
You'll be redirected to the employer's application page.
Listing ID: bc6f09d4-a541-4958-a4d8-e22f3bace4fd