H
Posted 12 days ago
Practice ManagerHantz Group · Maumee
Practice Manager
MaumeeOn-siteFull-time
AI Summary
Supports financial advisors at a family office by booking appointments, preparing meeting materials, coordinating client and team follow-up, and marketing insurance and business services while complying with industry regulations.
About this role
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.
*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.
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.
Skills
Accident & Health LicenseDatabaseFINRA Securities Industry EssentialsFINRA Series 66FINRA Series 7Microsoft OfficeState Life Insurance LicenseState Property & Casualty LicenseVariable Contracts License
Explore related jobs
More jobs at Hantz Group
Similar Accident & Health License jobs
- BAccount Services Representative - Premier, ConsultantBSC · Oakland, CA
- FProducer in TrainingFoundation Risk Partners · Braintree, Massachusetts
- FSales AssociateFoundation Risk Partners · Braintree, Massachusetts
- LRegional Sales Director Mid-AtlanticLexington Specialty Insurance Agency, Inc. · PA-Philadelphia
- HFachkraft für ArbeitssicherheitHelloFresh SE · Berlin, Germany
Jobs in Maumee
- IPatient Access Advocate, Part Time NightsIntuitive Health · Maumee, OH
- W
Assistant Deli Manager (Full-Time) - Maumee, OHWalt Churchill's Market · Maumee, Ohio - S
Design EngineerSurface Combustion · Maumee, Ohio - A
Collections Specialist — Paid Training | No Collections Experience RequiredAllianceOne Incorporated · Maumee, Ohio - A
Security Officer - Full Time Overnight DriverAllied Universal · Maumee, OH - A
Security Officer - Full Time Overnight DriverAllied Universal · Maumee, OH
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.