Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
Home View All Jobs (2,211,390)

Job Information

Hantz Group Financial Planning Assistant/Office Administrator in Ann Arbor, Michigan

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

  • Answer phones

  • Greet Clients

  • Prepare overnight mail

  • Open and distribute all mail; determine items that need to be logged

  • Develop daily incoming client correspondence log

  • Receive Overnight mail and faxes

  • Enter business for your office

  • Develop packing slips for all paperwork sent to HQ

  • Enter business for other offices in your region, as required

  • Enter and forward checks and stock certificates

  • Distribute and enter trade confirmations

  • Collect and distribute voice messages from general Mailbox

  • Maintain Stock Room, order Hantz stationery and Product Company sales kits

  • Order office supplies

  • Perform ad-hoc assignments as requested by OA Coordinator, Site Manager and Regional Manager

  • 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.

     

Powered by JazzHR

DirectEmployers