Financial Advisor
Hantz Group
Financial AdvisorHantz 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.Areas of FocusAsset ManagementFinancial Planning and RetirementInsuranceTax Strategy and PlanningCash Flow AnalysisDebt StrategiesEstate PlanningProperty and Casualty InsuranceHantz 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.Essential Job FunctionsDevelop and Maintain Client BaseAnalyze Investment Opportunities and Client Needs, and Recommend Appropriate StrategiesMarket and Sell Appropriate Investment ProductsPrepare and Deliver Presentations to Clients and Prospective ClientsAttend Meetings and Continuing Education SessionsComply with All Industry Rules and RegulationsAll Other Task AssignedEducation/Knowledge & SkillsBachelor's Degree or Equivalent ExperienceStrong Written and Verbal Communication SkillsMust be Highly MotivatedAbility to Work Well Under Pressure with Multiple Priorities and DeadlinesPossess Leadership Qualities and an Entrepreneurial SpiritMust Have a Strong Work EthicMust be Able to Obtain Required Licenses*BenefitsHealth/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible SpendingEligibility 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.As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one location. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
$100k - $200k
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Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office- Join the Investment Program at Michigan Educational Credit Union as a Financial Advisor associated with LPL Financial Service an existing book of business upon hire Build a client base through the credit union’s referral system and member base Support credit union members...Suggested
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...contribution to society.Job SummaryBasic Function and ResponsibilityThis 1.0 FTE position is dedicated to 100% patient care as a pharmacy financial coordinator within the pharmacy program. This position reports directly to the PFC Supervisor.Characteristic Duties and...Remote workFlexible hours
$49.84k - $72.32k
Join to apply for the Patient Financial Counselor role at Michigan Medicine This range is provided by Michigan Medicine. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $49,836.00/yr - $72,321.00/yr...Full timeContract workWork at officeRemote workWork from home- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Michigan.PNC is... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Temporary workWork experience placementWork at office
- ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $38.46 per hour
...Arbor, Michigan 48105 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payWork experience placementDay shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 5300 Willis Road - Ypsilanti, Michigan 48197 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shift$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1442 E Michigan Avenue - Ypsilanti, Michigan 48197 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shift- ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial...Bank staff
- ...participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeShift work
$6,000 per month
Select how often (in days) to receive an alert: Company: GreenStone Farm Credit Services At GreenStone Farm Credit Services, we're seeking a dedicated and customer-focused Loan Processor to be the cornerstone of our exceptional service for our Country Living (consumer)...Work at officeLocal areaMonday to FridayFlexible hours- ...Bank Teller Providing accurate and efficient transaction services to customers. Controlling and balancing all financial instruments processed and assisting in overall branch services. Welcoming customers to the bank in a warm, friendly manner. Handling transactions...
- ...monitoring, and reporting risks of all types. Essential Duties and Responsibilities: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- Für unseren GeschäftsbereichRisk & Regulatory suchen wir dich zum nächstmöglichen Zeitpunkt als Consultant IT-Compliance Financial Services (w/m/d).Das erwartet dichRisk FS - Als Teil unseres Teams im Bereich Risk FS arbeitest du mit hochqualifizierten Fachleuten zusammen...Full timeHome office
- Bank of Ann Arbor, Inc. is seeking a Credit Analyst I to support smart lending decisions for a diverse portfolio including commercial & industrial, commercial real estate, and private banking clients. You will partner with loan officers to move financing requests from initial...
- How to ApplyA cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline your experience that directly relates to this position....Work at officeRemote work
- ...care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with...Part timeWork at office
- ...a high-impact role in driving smart lending decisions and helping clients move their goals forward. You’ll dive into industry and financial analysis for both current and prospective borrowers, delivering sharp credit insights and outstanding service every step of the way...
- ...Michigan Engineering Financial AnalystAt Michigan Engineering, we develop the talent and technologies that move society forward and serve our state and national interests. Through discovery and innovation, we create the foundational knowledge and practical technologies...Work at officeRemote work2 days per week1 day per week
$15 - $15.5 per hour
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...Description The Youth Law Center (YLC) is seeking a highly organized and detail-oriented Finance Specialist to support a variety of financial, staff support, compliance, and recordkeeping processes. Reporting to the Director of Finance, the Finance Specialist will help...Hourly payFull timeContract workPart timeWork experience placementSeasonal workLocal areaRemote workWork from home
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