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 ...
Quick apply
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 ...
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 ...
Quick apply
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
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 ...
Quick apply
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 ...
Financial Planning Assistant
Grandville, MI · On-site
$36K - $42K/yr
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 ...
Quick apply
Financial Planning Assistant
Grandville, MI · On-site
$36K - $42K/yr
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
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 ...
Quick apply
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 ...
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
Grandville, MI · On-site
$36K - $42K/yr
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
Grandville, MI · On-site
$36K - $42K/yr
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Quick apply
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
Quick apply
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 ...
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
Tecumseh, 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 ...
Quick apply
Financial Planning Assistant
Tecumseh, 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 ...
Financial Planning Assistant
Canton, 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 ...
Quick apply
Financial Planning Assistant
Canton, 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 ...
Freelance Financial Planning Assistant information
See salary details
$10.58 - $13.26
1% of jobs
$13.26 - $15.95
8% of jobs
$18 is the 25th percentile. Wages below this are outliers.
$15.95 - $18.64
22% of jobs
The median wage is $20.90 / hr.
$18.64 - $21.33
24% of jobs
$21.33 - $24.02
16% of jobs
$25.08 is the 75th percentile. Wages above this are outliers.
$24.02 - $26.70
13% of jobs
$26.70 - $29.39
10% of jobs
$29.39 - $32.08
5% of jobs
$32.08 - $34.77
2% of jobs
$34.77 - $37.46
0% of jobs
$37.46 - $40.14
0% of jobs
$10
$23
$40
How much do freelance financial planning assistant jobs pay per hour?
As of Jul 27, 2026, the average hourly pay for freelance financial planning assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.
What is the difference between Freelance Financial Planning Assistant vs Financial Advisor?
| Aspect | Freelance Financial Planning Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically no formal certifications required, but familiarity with financial planning is preferred | Requires certifications like CFP, CFA, or equivalent |
| Work Environment | Remote or freelance settings, supporting financial planning firms or advisors | Often client-facing, working in offices or remotely with clients |
| Employer & Industry Usage | Hired by financial planning firms or as independent contractors | Employed by financial advisory firms or operates independently |
| Search & Comparison Intent | People comparing support roles in financial planning | Individuals seeking comprehensive financial advice or planning services |
In summary, a Freelance Financial Planning Assistant provides support tasks without requiring formal certifications and often works remotely or freelance. In contrast, a Financial Advisor offers personalized financial advice, typically holding certifications and working directly with clients. The roles differ mainly in responsibilities, credentials, and client interaction level.
More about Freelance Financial Planning Assistant jobs
What cities are hiring for Freelance Financial Planning Assistant jobs? Cities with the most Freelance Financial Planning Assistant job openings:
What states have the most Freelance Financial Planning Assistant jobs? States with the most job openings for Freelance Financial Planning Assistant jobs include:
What job categories do people searching Freelance Financial Planning Assistant jobs look for? The top searched job categories for Freelance Financial Planning Assistant jobs are:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 4 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:
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.
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
- 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*
- 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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About Hantz Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Southfield, MI, US
Year founded
1998