About this role
Financial Planning Assistant at Hantz Group. Location: Canton, Michigan, United States. Role: Booking appointments, Preparing quotes, Client services Requirements: Entry level financial planning assistant with strong communication, organizational skills, basic database and MS Office proficiency. Category: Information Technology Seniority: Entry Level Tools: Microsoft Office, Basic database software 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