Financial Advisor
Hantz Group
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. Areas of Focus: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Property and Casualty Insurance Estate Planning The Holistic Approach to Financial Planning 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. 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 Tasks 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 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. #J-18808-Ljbffr
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedWork at officeShift workDay shift- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Suggested
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$110k - $120k
...Roofline business unit and the preparation of annual operating plan, forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations...Full timeWork at officeLocal areaFlexible hoursShift workNight shift- ...Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary: Interfaces with patients,...
$21.99 - $25.54 per hour
...Financial Associate An opportunity to join a growing organization! The Fiscal Shared Services Financial Associate performs accounting transactions, reconciling and reporting for multiple client departments. Position Title: Financial Associate Classification Title: Accounting...Hourly payContract work- ...Northwestern Mutual in Mount Juliet, TN, is seeking College Financial Representatives for an internship. The position allows you to build a financial planning practice while receiving guidance and support from industry experts. Responsibilities include prospecting clients...Full timeInternship
$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. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...wealth management services and contributing to the growth of Stockman Wealth Management, Inc. Key areas of responsibility include financial planning, portfolio management, client relationship management, client service, and business development. The role focuses on developing...Full timeWork at officeNight shift
- Responsibilities Develop customer relationships through active profiling and needs‑based questioning to identify deposit, credit, investment, and other needs. Responsible for opening new personal and business deposit accounts, identifying and selling appropriate consumer...
- ...Relationship Banker in Stevensville, Montana. In this role, you will be the primary point of contact for customers, assisting with financial transactions and relationships. Your focus will be on new account acquisition and deepening customer connections. The ideal...
- ...market share through new account acquisition, deepening relationships through referrals and helping our clients to reach their full financial potential. You will assist clients with everyday cash handling transactions as well as engage with them as a relationship manager...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
- ...to serve as a primary contact for customers. In this role, you will support market growth through account acquisition and provide financial advice tailored to clients' needs. Your responsibilities include processing transactions, opening accounts, and delivering top-tier...
- ...In this role, you will support growth through new account acquisition and deepening customer relationships by understanding their financial needs. The ideal candidate will have a high school diploma or GED and a minimum of 6 months experience in customer service or sales...
- Primary Office Location: 32 E. Market Street, Lewistown, Pennsylvania 17044. Position Overview This position develops proficiency in basic consumer banking transactions, account servicing, and lending. The incumbent executes branch leads at the direction of the Manager...Work at office
- ...market share through new account acquisition, deepening relationships through referrals and helping our clients to reach their full financial potential. You will assist clients with everyday cash handling transactions as well as engage with them as a relationship manager...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
- ...Reserve and Credit Cards). Follow procedures for approval and denial of Consumer Loans, Rapid Reserves and Credit Cards. Analyze financial and credit information. Ensure compliance and disclosure requirements are met. Present loans over-lending limit to...Bank staffWork at office
$37.44k - $52.8k
...enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours$16.14 - $21.83 per hour
Description At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on “community banking,” employees find that they can make an impact through company-sponsored programs such as paid...Hourly payWork at office- ...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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...HealthPartners is seeking a Financial Counselor in Saint Louis Park, MN to interface with patients and medical staff, providing essential financial estimates and assisting with insurance programs. The role involves educating patients about financial assistance and processing...
- ...Deposit (CDs). A key aspect of this role is cross-selling bank products and services, such as online banking, credit cards, and other financial offerings, based on customer needs. Personal Bankers must demonstrate initiative and sound judgment to effectively respond to...Hourly payFull timeTemporary workPart timeWork experience placementWork at officeLocal areaVisa sponsorshipWork visaShift workNight shift
- ...Quality Talent Group is seeking bankers in Mount Arlington, NJ to join a global leader in financial services. Ideal candidates will have at least 6 months of customer interaction experience and the ability to build strong relationships. The position offers a comprehensive...
- Overview Job Title : Security Analyst Location : Blythewood, South Carolina Duration : 12+ Months Responsibilities Configure, optimize, AND MAINTAIN current security tools to include network and server monitors as well asvulnerability scanners and Intrusion detection. ...
- ...A healthcare services provider is seeking a Credit Advisor to provide operational and analytical support for customer credit activities. The role involves managing trade receivables, setting up credit limits, and monitoring portfolio exposure. Candidates should possess...Remote work
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties , the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The...Part timeWork at office
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