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Family Financial Planning 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 ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

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Family Financial Planning information

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$35.5K

$60.6K

$104.5K

How much do family financial planning jobs pay per year?

As of Aug 9, 2026, the average yearly pay for family financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in family financial planning, and why are they important?

A solid background in finance, budgeting, and personal financial management—often supported by a degree in finance or a CFP (Certified Financial Planner) certification—is essential for success in Family Financial Planning. Familiarity with financial planning software, tax preparation tools, and retirement planning systems is typically required. Strong interpersonal skills, empathy, and clear communication help build trust with clients and address their unique family financial goals. These competencies ensure tailored, effective financial strategies that support clients’ long-term stability and well-being.

What is family financial planning?

Family financial planning is the process of managing a household's finances to achieve short-term and long-term goals, such as saving for a child's education, buying a home, or preparing for retirement. It involves budgeting, investing, risk management, tax planning, and estate planning, all tailored to the unique needs of a family. Working with a family financial planner or advisor can help families make informed decisions, maximize resources, and safeguard their financial future.

What are some common challenges faced by professionals in family financial planning when working with clients from diverse backgrounds?

Professionals in family financial planning often encounter challenges related to differing financial priorities, cultural attitudes towards money, and varying levels of financial literacy among clients from diverse backgrounds. Navigating these differences requires strong communication skills and adaptability to tailor advice that respects clients' values while meeting their financial goals. Building trust is crucial, as clients may have distinct expectations regarding privacy, family involvement, and decision-making processes. Successful planners invest time in understanding each family's unique dynamics to create effective, personalized financial strategies.

What is the difference between Family Financial Planning vs Financial Advisor?

AspectFamily Financial PlanningFinancial Advisor
CredentialsCertifications like CFP, ChFCCertifications like CFP, CFA, ChFC
Work EnvironmentFocus on family-specific financial needsBroader client base, including individuals and institutions
Employer & IndustryFinancial planning firms, independent advisorsBanks, investment firms, independent practices
Search & Comparison IntentFamily financial planning services, family wealth managementFinancial advising, investment planning

Family Financial Planning specializes in creating tailored financial strategies for families, focusing on estate planning, education funding, and family wealth transfer. Financial Advisors offer broader investment and financial advice to a wider client base, including individuals and organizations. While both roles require similar certifications and work in related environments, Family Financial Planning is more targeted toward family-specific needs.

More about Family Financial Planning jobs
What cities are hiring for Family Financial Planning jobs? Cities with the most Family Financial Planning job openings:
What states have the most Family Financial Planning jobs? States with the most job openings for Family Financial Planning jobs include:
What job categories do people searching Family Financial Planning jobs look for? The top searched job categories for Family Financial Planning jobs are:
Family Financial Planning jobs near you
Infographic showing various Family Financial Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Planning Assistant

Hantz Group

Ann Arbor, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

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.
 

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