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Operation Planning Assistant Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

... 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.

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

... 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.

Hantz Group

Financial Planning Assistant

Saginaw, MI · On-site

... 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.

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

... 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.

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

... 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.

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

... 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.

QVC

Wave Planning Assistant

Piney Flats, TN · On-site

The Wave Planning Assistant supports HSN and contributes by coordinating outbound order waves to ... You'll be part of the daily operations that keep our fulfillment network moving. We do not offer ...

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Operation Planning Assistant information

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$19.5K

$67.1K

$98.5K

How much do operation planning assistant jobs pay per year?

As of Sep 11, 2026, the average yearly pay for operation planning assistant in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Operation Planning Assistant jobs?

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

Financial Planning Assistant

Tecumseh, 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 21 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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