Financial Planning Assistant

Hantz Financial Services, Inc.® (HFS) is a full-service financial consulting and investment firm established in January of 1998. HFS is a subsidiary of HantzGroupsm. Our goal is simple – To help individuals reach their financial goals by recommending and implementing strategies using preferred products and a variety of services to meet investment needs.

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
  • Other tasks as 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*

*Required Licenses- FINRA Series 7**, FINRA Series 66**, State Life, Accident & Health, Variable Contracts, State Property & Casualty

HFS will sponsor and pay for all required licensing on a loan basis. The loan will be forgiven after one year of full time employment. Hours accumulated in an internship will not be counted toward the full time requirement. All licensing must be completed by the tenth week of full time employment.

To apply, please submit resumes to and include the position you are applying for in the subject line

HantzGroupsm is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, marital status, height, or weight. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors.