Financial Planning Assistant

Hantz Group

23 days ago

Midland, MI

Onsite

Full Time

Junior

0 applicants

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About this role

Hantz Group, a Michigan-based financial company managing over $11 billion in assets, is seeking a Financial Planning Assistant to support its team of Financial Advisors. The role involves assisting with client communications, meeting preparations, and business coordination to facilitate a holistic approach to financial planning. Opportunities exist for career growth and obtaining professional licenses within the organization.

Skills

About Hantz Group

hantzgroup.com

Hantz Group is a Michigan-based financial services firm that works with individuals, families, and businesses to help them achieve their financial goals. They offer integrated services—including financial planning, wealth management, tax and accounting, and business advisory—delivering tailored strategies for growth, tax efficiency, and retirement readiness. The firm emphasizes personalized relationships, local market expertise, and a collaborative, client-first approach to simplify finances and guide long-term decision-making.