Financial Advisor
Full-time
Hantz Group
Financial Advisor 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. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients.
Areas of Focus:
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Essential Job Functions:
- Develop and Maintain Client Base
- Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
- Market and Sell Appropriate Investment Products
- Prepare and Deliver Presentations to Clients and Prospective Clients
- Attend Meetings and Continuing Education Sessions
- Comply with All Industry Rules and Regulations
- All Other Task Assigned
Education/Knowledge & Skills:
- Bachelor’s Degree or Equivalent Experience
- Strong Written and Verbal Communication Skills
- Must be Highly Motivated
- Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
- Possess Leadership Qualities and an Entrepreneurial Spirit
- Must Have a Strong Work Ethic
- 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
Vacancy posted 23 hours ago
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