Practice Manager Job at Hantz Group, Maumee, OH

Z1pURHJzYldyTDBHTHBKd3RDdlBHZy8ySFE9PQ==
  • Hantz Group
  • Maumee, OH

Job Description

Practice Manager

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.

  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. Practice Manager 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.

 

Job Tags

Full time, Work at office, Flexible hours

Similar Jobs

The TEA Center

Summer Part-Time Movers, Packers & Organizers Job at The TEA Center

Summer Part-Time Opportunities - Movers, Packers & OrganizersThe T.E.A. Center - McLean/Tysons, VA Location: McLean, VA Tentative Dates: June-August 2026 Position Type: Part-Time / Temporary Summer PositionThe T.E.A. Center is excited to announce that... 

Six Flags Fiesta Texas

Ride Operator Job at Six Flags Fiesta Texas

 ...Decision Making, Time Management, Professionalism, and Accountability. Our department also provides opportunities to pursue leadership training programs and opportunities Responsibilities: Join our dynamic team as a Ride Operator, where you'll be the guardian of guest... 

RG&T Solutions

Graphic Designer - Junior Job at RG&T Solutions

 ...We are seeking a creative and motivated Junior Graphic Designer to join our dynamic team in Sioux Falls, South Dakota. In this role, you will assist in developing visual content that aligns with brand standards and marketing strategies. Responsibilities Include... 

Truck with Jed Logistics

Truck Driver/CDL-A /Home Daily/Touch Freight/ Recent Grad Job at Truck with Jed Logistics

 ...Hiring immediately for Class A Driver! Bold Safe Trucking is a top employer of CDL Truck Drivers across the country. In addition to a great starting salary, we offer great benefits and great schedules. Come work for a great company that takes pride in its Drivers.... 

Cookie Cutters Haircuts for Kids

Hair Stylist / Barber Job at Cookie Cutters Haircuts for Kids

 ...Overview: Cookie Cutters Haircuts for Kids is hiring Hair Stylists, Cosmetologists, and Barbers! We invite you to apply by submitting your application. About Us: Cookie Cutters Haircuts for Kids is one of the fastest growing franchises in the salon industry and...