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Planning Assistant Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Ann Arbor, 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 ...

Four Winds Inc.

Discharge Planning Assistant

Katonah, NY · On-site

$18.50/hr

Wonderful opportunity to learn more about the behavioral health care field, clinical work and the continuation of care and to obtain training. • Assist in discharge planning on units as assigned by ...

Northwestern Mutual

Financial Planning Assistant

Edina, MN · On-site

$60K - $70K/yr

The Planning Assistant plays a key role in supporting the financial planning function at KRM. This individual will work closely with advisors and planning team members to prepare analyses, organize ...

Northwestern Mutual

Financial Planning Assistant

Edina, MN · On-site

$60K - $70K/yr

The Planning Assistant plays a key role in supporting the financial planning function at KRM. This individual will work closely with advisors and planning team members to prepare analyses, organize ...

NCH

Discharge Planning Assistant

Naples, FL · On-site

JOB SUMMARY The Hospital Discharge Planning Assistant supports the discharge planning process by coordinating and facilitating the transition of patients from the hospital to their next level of care.

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Planning Assistant information

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$19.5K

$67.1K

$98.5K

How much do planning assistant jobs pay per year?

As of Jun 17, 2026, the average yearly pay for 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 some common challenges Planning Assistants face when managing multiple projects simultaneously?

Planning Assistants often juggle various projects at different stages, which can present challenges such as prioritizing tasks, meeting tight deadlines, and staying organized. Effective time management, attention to detail, and strong communication skills are essential to ensure that project schedules, documents, and stakeholder updates are handled accurately. Collaborating closely with planning managers and other team members helps distribute the workload and maintain progress across all assignments.

What is the 3 month rule for jobs?

The 3 month rule for jobs typically refers to a probationary period of three months during which an employer evaluates a new Planning Assistant's performance and suitability for the role. During this time, employees may have limited job security and benefits, and employers often assess skills, reliability, and fit before confirming permanent employment.

What does a Planning Assistant do?

A Planning Assistant supports urban planners, city officials, or private planning firms by conducting research, preparing reports, managing documentation, and assisting with public meetings or project coordination. Their work often involves analyzing data, reviewing development proposals, and communicating with stakeholders to help ensure that projects comply with zoning laws and community plans. Planning Assistants play a key role in the smooth operation of planning departments and contribute to the effective development and management of urban, rural, or regional spaces.

What job makes $10,000 a month without a degree?

A Planning Assistant typically does not earn $10,000 a month without a degree; such high earnings are uncommon in this role. Jobs that can pay $10,000 monthly without a degree often include sales, real estate, or certain entrepreneurial ventures, but they usually require experience, skills, or certifications rather than formal education. High-income roles without degrees are rare and often depend on performance and industry demand.

What is the role of planning assistant?

A planning assistant supports the planning and coordination of projects by gathering data, preparing schedules, and assisting with logistical tasks. They often use planning software and work closely with project managers to ensure timelines and resources are managed effectively.

What is a planning assistant?

A planning assistant is a professional who supports the development and organization of plans for projects, events, or operations. They often assist with scheduling, data collection, and coordination tasks, using tools like spreadsheets and project management software to ensure efficient workflow.

What are the key skills and qualifications needed to thrive as a Planning Assistant, and why are they important?

To thrive as a Planning Assistant, you need strong organizational skills, attention to detail, and a background in urban planning or a related field, often supported by a relevant degree or coursework. Familiarity with GIS systems, planning software like AutoCAD, and office productivity tools is typically required. Excellent communication, time management, and teamwork abilities set outstanding Planning Assistants apart. These skills ensure accurate project support, effective coordination, and smooth workflow in planning departments or agencies.
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Planning Assistant jobs near you
Financial Planning Assistant

Financial Planning Assistant

Hantz Group

Ann Arbor, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 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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