About this role
Financial Planning Assistant at Hantz Group. Location: Midland, Michigan, United States. Role: booking appointments, preparing quotes, assisting advisors Requirements: Entry-level financial planning assistant role; strong communication, organization, and basic computer skills required. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Certifications: finra securities industry essentials, finra series 7, finra series 66, life insurance, health insurance, variable contracts, property & casualty Commitment: Full Time Workplace: Onsite Languages: English