Top 22 Financial planning assistant Jobs in Davison, Mi

Financial Planning Assistant
Hantz Group —Davison, MI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
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
8d
Early Childhood Specialist Assistant
Genesee Education Consultant Services —Flint, MI
- From $27.83 an hour
- Full-time
- Classroom
- 5 years
- Master's degree
Quick Apply
General Manager
Black Rock Bar —Davison, MI
- $65,000 - $75,000 a year
- Email
- Restaurant management
- Mid-level
- 3 years
- Health insurance
- Dental insurance
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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
Accountant
Genesee Education Consultant Services —Flint, MI
- $55,000 - $65,000 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
Quick Apply
Branch Manager I
ChoiceOne Bank —Fenton, MI
- Full-time
- Bilingual
- Management
- Writing skills
Quick Apply
Senior Health Center Manager - Flint Health Center
Planned Parenthood of Michigan —Flint, MI
- $83,500 a year
- Full-time
- HIPAA
- 3 years
- Recruiting
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3d
Area Supervisor (District Manager)
Long John Silver's —Flint, MI
- $75,000 - $85,000 a year
- Weekends as needed
- Sales
- ServSafe
- 5 years
- Paid training
- Health savings account
Quick Apply
1d
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 —Lapeer, MI
- $75,000 - $90,000 a year
- Urgently hiring
- Private practice
- CPR Certification
- Physical & Rehabilitation Medicine
- Profit sharing
- Continuing education credits
Quick Apply
Assistant Manager
Pizza Hut —Fenton, MI
- High school
- Sales
- Basic math
Assistant Manager
Dairy Queen —Clio, MI
- Full-time
- No education required
- Mid-level
- High school diploma or GED
- Flexible schedule
Quick Apply
Dunkin Team Leader
GPM Investments LLC —Birch Run, MI
- $14.25 an hour
- Background check
- 18 years or older
- Writing skills
- Paid time off
- 401(k) matching
Quick Apply
3d
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

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Paraplanner
Northern Financial Advisors —Bloomfield Hills, MI
Prepare for meetings by entering financial information into software and spreadsheets. The Paraplanner will report to the Financial Planning staff.
$61,000 - $64,000 a year
Quick Apply
13d

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financial planning assistant jobs near davison, 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 davison, mi

Financial Planning Assistant

Program Manager - ANE-SANE (Hybrid)

Early Childhood Specialist Assistant

General Manager

Director of Finance

Accountant

Assistant Youth Ministries Coordinator

Branch Manager I

Senior Health Center Manager - Flint Health Center

Area Supervisor (District Manager)

Ortho/Lymphedema Occupational Therapist - Part-Time

Physical Therapist

Assistant Manager

Assistant Manager

Dunkin Team Leader

manager

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