Financial Planning Assistant
Hantz Group
About this role
A Financial Planning Assistant supports a team of Financial Advisors by preparing meetings, communicating with clients, and coordinating with internal teams. The role offers growth opportunities within the organization and involves assisting with client services and market opportunities.
Skills
About Hantz Group
hantzgroup.comHantz 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.
About Hantz Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Hantz Group.
Salary
$36k – $49k
per year
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