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 ...
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 ...
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 ...
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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 ...
Financial Planning & Analysis (FP&A) Manager
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Financial Planning & Analysis (FP&A) Manager
Sturgis, MI · On-site
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Mentor bank employees to expand financial planning opportunities to bank customers. * Other projects as assigned Qualifications: Education/Experience * Bachelors' Degree preferably in Finance ...
Quick apply
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Financial Planning & Analysis (FP&A) Manager
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New
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New
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The FP&A Manager leads the organization's financial planning, budgeting, forecasting, and financial analysis functions across the entities, programs, and service lines of NorthStar Care Community ...
New
Financial Planning & Analysis (FP&A) Manager
Ann Arbor, MI · Remote
$103K - $135K/yr
The FP&A Manager leads the organization's financial planning, budgeting, forecasting, and financial analysis functions across the entities, programs, and service lines of NorthStar Care Community ...
New
We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, it's our calling to make a difference. The truth is ...
We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, it's our calling to make a difference. The truth is ...
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Quick apply
Manager of Financial Planning & Analysis (FP&A)
Beaverton, MI · On-site
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Director, FP&A - Planning, Governance & Modernization About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow ...
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New
Canadian Lakes Financial Advisor
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Director, FP&A - Planning, Governance & Modernization About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow ...
New
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Virtual Financial Consultant
Troy, MI · On-site
$70 - $110/hr
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Virtual Financial Consultant
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Overview Job Summary The Director of Financial Planning and Analysis (FP&A) leads Health Management Associates' budgeting, forecasting, long-range planning, financial modeling, and performance ...
Overview Job Summary The Director of Financial Planning and Analysis (FP&A) leads Health Management Associates' budgeting, forecasting, long-range planning, financial modeling, and performance ...
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Posted today
$175K - $220K/yr
The Director of Financial Planning & Analysis (FP&A) is responsible for leading the Company's financial planning, forecasting, business intelligence, performance reporting, and strategic financial ...
Posted today
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New
FP&A Analyst
Novi, MI · On-site
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FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting financial planning, forecasting, reporting, and business analysis under the direction of FP&A leadership.
New
FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting financial planning, forecasting, reporting, and business analysis under the direction of FP&A leadership.
FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting financial planning, forecasting, reporting, and business analysis under the direction of FP&A leadership.
Financial Planner information
See Michigan salary details
$44K - $51.1K
2% of jobs
$51.1K - $58.1K
6% of jobs
$58.1K - $65.2K
13% of jobs
$66.6K is the 25th percentile. Wages below this are outliers.
$65.2K - $72.2K
18% of jobs
The median wage is $77.6K / yr.
$72.2K - $79.3K
14% of jobs
$79.3K - $86.3K
15% of jobs
$89.6K is the 75th percentile. Wages above this are outliers.
$86.3K - $93.4K
15% of jobs
$93.4K - $100.4K
4% of jobs
$100.4K - $107.5K
5% of jobs
$107.5K - $114.5K
4% of jobs
$114.5K - $121.6K
3% of jobs
$44K
$84.3K
$121.6K
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What is the difference between Financial Planner vs Financial Advisor?
| Aspect | Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC | CFP, Series 7, Series 66 |
| Work Environment | Independent or firm-based, comprehensive planning | Bank, brokerage, or independent, investment-focused |
| Primary Focus | Holistic financial planning including retirement, estate, taxes | Investment management and product sales |
| Employer & Industry Usage | Financial planning firms, independent | Financial institutions, banks, brokerages |
While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 21 days ago
Job description
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 includes meeting prep, communicating with clients, following up with our operations team to follow up on business flow.
Essential Job Functions:
- Assist in booking appointments for advisors
- Prepare declaration page quote sheet for meetings, application and mailing
- Maintain a good rapport with clients as well as staff members
- Assist advisors with client services
- Coordinate business and meetings with advisors, tax team and estate planners
- Attend Meetings and Continuing Education Sessions
- 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
- Series 7 Licensed Preferred
- 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.
About Hantz Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Southfield, MI, US
Year founded
1998