About this role
Financial Planning Assistant at Hantz Group. Location: Tecumseh, Michigan, United States. Role: Booking appointments, Prepare quotes, Coordinate meetings Requirements: Entry level financial planning assistant with high school diploma; strong communication, organizational, and basic computer skills. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Office, Database basics 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