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 ...
Discharge Planning Assistant
Cincinnati, OH · On-site
$22.18 - $27.73/hr
Assists with scheduling of meetings including patient care conferences. Assist patient/family with specialty appointments as directed by care manager or clinical RN. Completes follow up calls to ...
Discharge Planning Assistant
Cincinnati, OH · On-site
$22.18 - $27.73/hr
Assists with scheduling of meetings including patient care conferences. Assist patient/family with specialty appointments as directed by care manager or clinical RN. Completes follow up calls to ...
Assistant Account Planner
Cleveland, OH · On-site
Assistant Account Planner Job Summary As an Assistant Account Planner at shark&minnow, you will ... Key Responsibilities Strategic Planning * Leads creative ideation sessions with colleagues and ...
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Assistant Account Planner
Cleveland, OH · On-site
Assistant Account Planner Job Summary As an Assistant Account Planner at shark&minnow, you will ... Key Responsibilities Strategic Planning * Leads creative ideation sessions with colleagues and ...
Assistant Account Planner
Cleveland, OH · On-site
Assistant Account Planner Job Summary As an Assistant Account Planner at shark&minnow, you will ... Key Responsibilities Strategic Planning * Leads creative ideation sessions with colleagues and ...
Quick apply
Assistant Account Planner
Cleveland, OH · On-site
Assistant Account Planner Job Summary As an Assistant Account Planner at shark&minnow, you will ... Key Responsibilities Strategic Planning * Leads creative ideation sessions with colleagues and ...
Planning ASP
Monroe, OH · On-site
Responsible for providing clerical and administrative support to supervision and management. Maintains and verifies records and files. Completes assigned reports, responds to internal and external ...
Planning ASP
Monroe, OH · On-site
Responsible for providing clerical and administrative support to supervision and management. Maintains and verifies records and files. Completes assigned reports, responds to internal and external ...
Buyer Assistant
$20.95/hr
Enter PO acknowledgements and shipment information into ERP * Assist with expediting parts and communicating with suppliers * Track shipments and maintain accurate records * Support supplier non ...
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Buyer Assistant
$20.95/hr
Enter PO acknowledgements and shipment information into ERP * Assist with expediting parts and communicating with suppliers * Track shipments and maintain accurate records * Support supplier non ...
This role will assist in company-wide planning, long-range strategic planning, financial storytelling, capital allocation framework, reporting consolidation, and governance around the Financial ...
This role will assist in company-wide planning, long-range strategic planning, financial storytelling, capital allocation framework, reporting consolidation, and governance around the Financial ...
Manager, Corporate FP&A - Cleveland, OH
Cleveland, OH · On-site
$102K - $134K/yr
This role will assist in company-wide planning, long-range strategic planning, financial storytelling, capital allocation framework, reporting consolidation, and governance around the Financial ...
Manager, Corporate FP&A - Cleveland, OH
Cleveland, OH · On-site
$102K - $134K/yr
This role will assist in company-wide planning, long-range strategic planning, financial storytelling, capital allocation framework, reporting consolidation, and governance around the Financial ...
Senior FP&A Analyst
Cleveland, OH · On-site
$80 - $105/hr
Partner with cross‑functional business leaders on budgeting and strategic planning * Assist with profitability analysis, cost management, and revenue forecasting * Prepare presentations and ...
Senior FP&A Analyst
Cleveland, OH · On-site
$80 - $105/hr
Partner with cross‑functional business leaders on budgeting and strategic planning * Assist with profitability analysis, cost management, and revenue forecasting * Prepare presentations and ...
Assistant Event Coordinator
Akron, OH · On-site
In this role, you will play a vital part in the planning, organizing, and executing various events, ranging from corporate conferences to celebratory gatherings. As an Assistant Event Coordinator ...
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Assistant Event Coordinator
Akron, OH · On-site
In this role, you will play a vital part in the planning, organizing, and executing various events, ranging from corporate conferences to celebratory gatherings. As an Assistant Event Coordinator ...
Planning Staff - Anna Ohio
Anna, OH · On-site
$21.02 - $23.78/hr
Planning Assistant Manager SUMMARY: Under general supervision, provide administrative support to a department and/or manager. Perform general clerical, record keeping, receptionist, and project-based ...
Planning Staff - Anna Ohio
Anna, OH · On-site
$21.02 - $23.78/hr
Planning Assistant Manager SUMMARY: Under general supervision, provide administrative support to a department and/or manager. Perform general clerical, record keeping, receptionist, and project-based ...
Planning Staff - Anna Ohio
$21.02 - $23.78/hr
Planning Assistant Manager SUMMARY: Under general supervision, provide administrative support to a department and/or manager. Perform general clerical, record keeping, receptionist, and project-based ...
Planning Staff - Anna Ohio
$21.02 - $23.78/hr
Planning Assistant Manager SUMMARY: Under general supervision, provide administrative support to a department and/or manager. Perform general clerical, record keeping, receptionist, and project-based ...
Assistant Director of Nursing ADON
$69K - $92K/yr
Support quality assurance and care planning Assistant Director of Nursing (ADON) Compensation and Schedule * Full-time * Location: Hudson, OH Assistant Director of Nursing (ADON) Qualifications
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Assistant Director of Nursing ADON
$69K - $92K/yr
Support quality assurance and care planning Assistant Director of Nursing (ADON) Compensation and Schedule * Full-time * Location: Hudson, OH Assistant Director of Nursing (ADON) Qualifications
Physical Therapist Assistant
Mayfield Heights, OH · On-site
$27.25 - $36/hr
Collaborate with interdisciplinary team members to support resident care goals and discharge planning. * Assist with resident education regarding treatment plans, safety techniques, mobility ...
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Physical Therapist Assistant
Mayfield Heights, OH · On-site
$27.25 - $36/hr
Collaborate with interdisciplinary team members to support resident care goals and discharge planning. * Assist with resident education regarding treatment plans, safety techniques, mobility ...
OH-Dayton Retirement Planner
Dayton, OH · On-site
$60K - $100K/yr
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each ...
OH-Dayton Retirement Planner
Dayton, OH · On-site
$60K - $100K/yr
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each ...
OH-Dayton Retirement Planner
Dayton, OH · On-site
$60K - $100K/yr
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each ...
OH-Dayton Retirement Planner
Dayton, OH · On-site
$60K - $100K/yr
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each ...
OH-Dayton Retirement Planner
$60K - $100K/yr
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each ...
OH-Dayton Retirement Planner
$60K - $100K/yr
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each ...
Discipline to optimize results by efficient expense spending and thorough planning * Assist with monitoring financials and sales to understand current business * Assist with forecasting and analysis ...
Discipline to optimize results by efficient expense spending and thorough planning * Assist with monitoring financials and sales to understand current business * Assist with forecasting and analysis ...
Operations Specialist - Planning Internship
Wooster, OH · On-site
$13.25 - $17.50/hr
Food Production Planning: * Assist in the development and execution of production schedules for our prepared foods. * Monitor production performance against plans and identify areas for improvement.
Operations Specialist - Planning Internship
Wooster, OH · On-site
$13.25 - $17.50/hr
Food Production Planning: * Assist in the development and execution of production schedules for our prepared foods. * Monitor production performance against plans and identify areas for improvement.
Planning Assistant information
See Ohio salary details
$18.5K - $25.4K
0% of jobs
$25.4K - $32.2K
2% of jobs
$32.2K - $39K
10% of jobs
$39K - $45.8K
7% of jobs
$50.5K is the 25th percentile. Wages below this are outliers.
$45.8K - $52.7K
9% of jobs
$52.7K - $59.5K
11% of jobs
The median wage is $64.2K / yr.
$59.5K - $66.3K
17% of jobs
$66.3K - $73.2K
15% of jobs
$75.5K is the 75th percentile. Wages above this are outliers.
$73.2K - $80K
14% of jobs
$80K - $86.8K
11% of jobs
$86.8K - $93.6K
5% of jobs
$18.5K
$63.8K
$93.6K
How much do planning assistant jobs pay per year?
What does a planning assistant do?
What are the key skills and qualifications needed to thrive as a planning assistant, and why are they important?
What are some common challenges planning assistants face when managing multiple projects simultaneously?
What are the most commonly searched types of Planning jobs in Ohio?
The most popular types of Planning jobs in Ohio are:
What cities in Ohio are hiring for Planning Assistant jobs?
Cities in Ohio with the most Planning Assistant job openings:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 5 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 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.
About Hantz Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Southfield, MI, US
Year founded
1998