About this role
Financial Planning Assistant at Hantz Group. Location: Marquette, Michigan, United States. Role: Assist in booking appointments, Prepare declaration page quote sheet, Market for property/casualty insurance service opportunities Requirements: Entry-level financial planning assistant; strong communication, organization; ability to obtain required licenses. Category: Finance and Accounting Seniority: Entry Level Certifications: finra securities industry essentials, finra series 7, finra series 66, state life, accident & health, variable contracts, state property & casualty Commitment: Full Time Workplace: Onsite Languages: English