ZipRecruiter

Log In

1

Executive Financial Planning Assistant Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Saginaw, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Analyst JobsExecutive Financial Planning Assistant Jobs

Executive Financial Planning Assistant information

See salary details

$30K

$64.5K

$102.5K

How much do executive financial planning assistant jobs pay per year?

As of Sep 11, 2026, the average yearly pay for executive financial planning assistant in the United States is $64,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What does an executive financial planning assistant do?

An Executive Financial Planning Assistant supports financial planners or advisors by managing administrative tasks, preparing financial reports, and assisting with client communications. They help organize client files, schedule meetings, and gather necessary financial data to facilitate the planning process. Additionally, they may assist in researching investment options and preparing presentations for clients, ensuring that the financial planning process runs smoothly and efficiently. By handling these responsibilities, they allow financial planners to focus more on client strategy and less on routine tasks.

What are some of the typical daily responsibilities of an executive financial planning assistant?

As an Executive Financial Planning Assistant, your daily responsibilities often include preparing and organizing client financial documents, scheduling meetings for financial advisors, and assisting with the creation of financial plans and reports. You'll also be expected to handle client communications, update CRM systems, and ensure compliance with regulatory requirements. This role involves collaborating closely with financial planners and other support staff, helping to ensure a smooth workflow and exceptional client service.

What are the key skills and qualifications needed to thrive as an executive financial planning assistant, and why are they important?

To excel as an Executive Financial Planning Assistant, you need a solid background in finance or accounting, strong analytical abilities, and attention to detail, often supported by a relevant degree or certification such as CFP or Series 65. Familiarity with financial planning software like eMoney or MoneyGuidePro, CRM systems, and Microsoft Office Suite is typically required. Exceptional organizational skills, discretion, and effective communication help you manage sensitive information and support executive-level clients. These competencies ensure accuracy, efficiency, and trust in delivering high-quality financial planning support.

What is the difference between Executive Financial Planning Assistant vs Financial Advisor?

AspectExecutive Financial Planning AssistantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like CFP are preferred but not mandatoryOften requires CFP certification; bachelor's degree usually required
Work EnvironmentSupports financial planning teams within firms; administrative and client support rolesProvides financial advice directly to clients; client-facing role
Employer & IndustryFinancial planning firms, wealth management companiesFinancial advisory firms, banks, independent practices
Search & Comparison IntentUnderstanding support roles in financial planningSeeking financial advice or career info

The main difference is that an Executive Financial Planning Assistant primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly provides financial planning and investment advice to clients. The assistant role is more support-focused, whereas the advisor role involves client interaction and decision-making.

What cities are hiring for Executive Financial Planning Assistant jobs?

Cities with the most Executive Financial Planning Assistant job openings:

What states have the most Executive Financial Planning Assistant jobs?

States with the most job openings for Executive Financial Planning Assistant jobs include:

What are popular job titles related to Executive Financial Planning Assistant jobs?

For Executive Financial Planning Assistant jobs, the most frequently searched job titles are:

Executive Financial Planning Assistant jobs near you

Financial Planning Assistant

Traverse City, MI • On-site

Hantz Group
Finance and Insurance • 201 - 500 employees
Learn more about Hantz Groupexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Key responsibilities

  • Assist in booking appointments for advisors.

  • Prepare declaration page quote sheets for meetings.

  • Assist advisors with client services and coordinate meetings with team members.

Job description

Financial Planning Assistant
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach.
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.
Essential Job Functions:
  • Assist in booking appointments for advisors
  • Prepare declaration page quote sheet for meetings
  • Market for property/casualty insurance service opportunities
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Market to companies for business opportunities
  • Comply with All Industry Rules and Regulations
  • All other tasks assigned
Education/Knowledge & Skills:
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Must be Able to Obtain Required Licenses*
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary
 
  • Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
 

Powered by JazzHR

wlXVINKdNb