Top 214 Financial planning assistant Jobs in Canton Mi

Financial Planning Assistant
Hantz Group —Canton, MI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Assistant Accounting Manager - #2450.20
Wade Trim —Taylor, MI
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Wellness program
- Disability insurance
Investment Operations Specialist
Foguth Financial Group —Brighton, MI
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Full Time Teachers Childcare/Preschool WILLING TO TRAIN
Brighton Montessori School —Brighton, MI
- $14 - $16 an hour
- Part-time
- Background check
- Classroom
- Childcare
- Paid holidays
- Health insurance
Quick Apply
Clinic Director
Team Rehabilitation Services, LLC —Detroit, MI
- $90,000 - $120,000 a year
- Full-time
- 5 years
- Physical & Rehabilitation Medicine
- Outpatient experience
- Profit sharing
- Health insurance
Assistant Branch Manager
University of Michigan Credit Union —Ann Arbor, MI
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Dental Practice Manager
Comfort Dental Spa —Plymouth, MI
- $24 - $30 an hour
- 8 hour shift
- Bilingual
- Dental office
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Assistant Administrator (Nursing Home Administrator License Required)
Rivergate Terrace —Riverview, MI
- Full-time
- Microsoft Excel
- Customer service
- Sanitation
Quick Apply
3d
RN Med Surg ACE
Corewell Health —Royal Oak, MI
- Full-time
- Acute care
- Nursing
- BLS Certification
Controller
Venteon —Troy, MI
- Email
- Office
- Analysis skills
- Bachelor's degree
Quick Apply
Lead Teacher
Oakland Family Services —Pontiac, MI
- $39,000 - $45,000 a year
- Full-time
- Classroom
- Teaching Certification
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
Office Administrative Assistant
Johnson Electric North America, Inc. —Plymouth, MI
- Online Application
- Microsoft Excel
- Oracle
- Microsoft Outlook
Quick Apply
Office Administrative Assistant
MTIV INC —Carleton, MI
- 8 hour shift
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
13d
Executive Team Leader Specialty Sales (Assistant Manager Merchandising & Service)
Target —Livonia, MI
- $64,000 - $128,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
12d
Technology Business Operations Specialist
Atwell, LLC —Livonia, MI
- $56,000 - $82,000 a year
- Bachelor of Science
- Research
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
9d
Administrative Assistant
Thrivent —Southgate, MI
- $20 - $23 an hour
- Monday to Friday
- Microsoft Excel
- Office
- Administrative experience
- Paid holidays
Quick Apply
13d
Assistant Manager of Collections
University of Michigan Credit Union —Ann Arbor, MI
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
LCA Administrative Assistant
University of Michigan —Dearborn, MI
- $43,000 - $56,000 a year
- Full-time
- Background check
- Mid-level
- Office
5d
Executive Administrative Assistant
JPMorganChase —Bloomfield Hills, MI
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
5d
Administrative Manager
Otto Bock HealthCare Deutschland GmbH —Livonia, MI
- Full-time
- OSHA
- HIPAA
- Mid-level
- Health savings account
- Paid holidays

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financial planning assistant jobs near canton mi

Financial Planning Assistant

Hantz Group -
Canton, 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 canton mi

Financial Planning Assistant

Assistant Accounting Manager - #2450.20

Investment Operations Specialist

Full Time Teachers Childcare/Preschool WILLING TO TRAIN

Clinic Director

Assistant Branch Manager

Dental Practice Manager

Assistant Administrator (Nursing Home Administrator License Required)

RN Med Surg ACE

Controller

Lead Teacher

Office Administrative Assistant

Office Administrative Assistant

Executive Team Leader Specialty Sales (Assistant Manager Merchandising & Service)

Technology Business Operations Specialist

Administrative Assistant

Assistant Manager of Collections

LCA Administrative Assistant

Executive Administrative Assistant

Administrative Manager

I want to receive the latest job alert for financial planning assistant in canton mi

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