Plan Processor

Hantz Financial Services is looking for a Plan Processor to support its various financial planning offices. Plan Processors are responsible for inputting and analyzing financial information, working with financial consultants to customized Hantz Financial Services – Client Financial Plans, Planning Reviews and Client Deliverables. Plan Processors receive practical real time experience, extensive training and resources working one-on-one with Financial Consultants. Additionally, providing support, training and guidance related to the compliance requirements and documentations of all client deliverables.

This is an entry level position and offers a great opportunity for growth and professional development.

Essential Job Functions:

  • Work with Financial Advisors to prepare client presentations and financial plans
  • Process client information to generate financial schedules with planning software
  • Run and analyze “what if “ scenarios
  • Create client review documents in Excel
  • Track and manage client reviews
  • Binding financial plans for delivery
  • Track open plans and ensure turnaround time is within acceptable limits
  • Collect ADR’s and close out plans in Enterprise
  • Recognize and manage credit card and ACH problems
  • Manage/Track charge back and compliance holds for the offices
  • Track activity and measure office activity versus office goals
  • Participate in case studies
  • Resolve complex financial planning related issues
  • All other tasks assigned

Education/Knowledge & Skills:

  • Bachelor’s degree or equivalent experience
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Basic database skills and knowledge sufficient to create documents, spreadsheets and business related correspondence;
  • Strong organizational and time management skills to prioritize workload, meeting deadlines while managing multiple tasks;
  • Strong oral and written communication skills, effective and clear to complex compliance rules and regulations;
  • Perform administrative tasks; effectively gather relevant information and identify key issues;
  • Attention to detail; enjoy working in a fast-paced environment
  • Ability to obtain required licenses within one year of employment based on career path; Series 7, Series 66 and Michigan Life, Accident & Health, Property & Casualty and Variable Contracts Insurance Licenses (or) Enrolled Agent/CPA and Series 65

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.