Financial Planning Assistant
Company: Hantz Group
Location: Ann Arbor
Posted on: January 15, 2026
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Job Description:
Job Description Job Description 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 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. The Holistic Approach to
Financial Planning 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. 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. 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* Benefits: Health/Dental/Vision Insurance, Paid Time Off,
401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements
Vary 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. 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. 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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Keywords: Hantz Group, Portage , Financial Planning Assistant, Accounting, Auditing , Ann Arbor, Michigan
