Financial Planning Assistant
Employment type
Full-time
Work setting
On-site
Location
Saginaw, MI
Schedule
Day shift
Posted
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Job overview
The Financial Planning Assistant is a full-time onsite role based in Saginaw, MI. Compensation is not specified for this position, which supports the financial planning practice at Hantz Group. This role exists to assist financial advisors with meeting preparation, client communication, and business flow management. The assistant contributes to the firm's holistic approach by coordinating services between advisors, tax teams, and estate planners to achieve optimal client outcomes.
What we're looking for
- Skills & competencies
- full-timesaginaw mifinancial planningfinanceassistantonsiteday shiftno on-callno travelcareer growth
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
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
- 43-3031.00
You'll be redirected to the employer's application page.
Listing ID: c7de8201-232f-4e05-9179-1fc25b551201