Top 21 Financial planning assistant Jobs in Flint, Mi

Financial Planning Assistant
Hantz Group —Davison, MI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
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Early Childhood Specialist Assistant
Genesee Education Consultant Services —Flint, MI
- From $27.83 an hour
- Full-time
- Classroom
- 5 years
- Master's degree
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Accountant
Genesee Education Consultant Services —Flint, MI
- $55,000 - $65,000 a year
- Email
- School experience
- CPA
- Mid-level
- Health insurance
- Dental insurance
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Program Manager - ANE-SANE (Hybrid)
University of Michigan —Flint, MI
- $50,200 - $62,800 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- University
- Disability insurance
- Health insurance
1d
Director of Finance
Genesee Education Consultant Services —Flint, MI
- $80,000 - $95,000 a year
- Email
- School experience
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Assistant Youth Ministries Coordinator
The Salvation Army Central Territory —Flint, MI
- Weekends as needed
- Spanish
- Management
- Computer literacy
- 403(b) matching
- Paid holidays
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Branch Manager I
ChoiceOne Bank —Fenton, MI
- Full-time
- Bilingual
- Management
- Writing skills
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Assistant Community Manager
Havenpark Communities —Clarkston, MI
- $18 - $21 an hour
- Email
- High school diploma or GED
- Travel
- Ability to sit for extended periods
- Paid holidays
- Health insurance
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General Manager
Black Rock Bar —Davison, MI
- $65,000 - $75,000 a year
- Email
- Restaurant management
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Assistant Manager
Dairy Queen —Clio, MI
- Full-time
- No education required
- Mid-level
- High school diploma or GED
- Flexible schedule
Quick Apply
Assistant Manager
Pizza Hut —Fenton, MI
- High school
- Sales
- Basic math
manager
Dairy Queen —Clio, MI
- From $15 an hour
- Full-time
- No education required
- Mid-level
- High school diploma or GED
- Flexible schedule
Quick Apply
Preschool Teacher (Level 1)
NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY INC. —Millington, MI
- From $38,778.81 a year
- Email
- Background check
- Maintenance
- Math
- Paid holidays
- Disability insurance
Quick Apply
Preschool Teacher (Level 2)
NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY INC. —Millington, MI
- From $42,565.74 a year
- Email
- Background check
- Classroom
- Teaching Certification
- Paid holidays
- Disability insurance
Quick Apply
Ortho/Lymphedema Occupational Therapist - Part-Time
Mary Free Bed Rehabilitation Hospital —Frankenmuth, MI
- From $32.05 an hour
- Part-time
- Customer service
- BLS Certification
- Research
- Health insurance
- Dental insurance
Physical Therapist
Plymouth Physical Therapy Specialists —Swartz Creek, MI
- $75,000 - $90,000 a year
- Urgently hiring
- Private practice
- CPR Certification
- Physical & Rehabilitation Medicine
- Profit sharing
- Continuing education credits
Quick Apply

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Assistant Finance Director
City of Groveport —Groveport, OH
Must possess and maintain a valid Ohio driver’s license and must maintain insurability under the City’s vehicle insurance policy.
$74,239.24 - $96,003.96 a year
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9d
Assistant Director of Financial Planning- Remote
MyComputerCareer Inc —Columbus, OH
Continually train and develop Financial Planners and Financial Counselors. Leading and developing a team. Perform daily QA assessments of Financial Planners and…
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financial planning assistant jobs near flint, mi

Financial Planning Assistant

Hantz Group -
Davison, MI

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Database systems
Property casualty insurance
Productivity software

Full 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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Refine Your Search

financial planning assistant jobs in flint, mi

Financial Planning Assistant

Early Childhood Specialist Assistant

Accountant

Program Manager - ANE-SANE (Hybrid)

Director of Finance

Assistant Youth Ministries Coordinator

Branch Manager I

Assistant Community Manager

General Manager

Assistant Manager

Assistant Manager

manager

Preschool Teacher (Level 1)

Preschool Teacher (Level 2)

Ortho/Lymphedema Occupational Therapist - Part-Time

Physical Therapist

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