Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Montana vacancy
  •  ...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide... 
    Suggested
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Montana
    2 days ago
  • $48k - $100k

     ...Financial Advisor with Merrill Wealth Management. Key Responsibilities Deliver a full range of goals-based financial planning and wealth strategies including assessment of client needs. Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies... 
    Suggested
    Shift work
    Day shift

    Bank of America

    Montana
    4 days ago
  • $250k - $400k

     ...all new hires. Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach,...  ...Series 7, Series 63, Series 65, or Series 66. Bank financial advisor experience. Wealth management background and industry connections... 
    Suggested

    Associated Banc-Corp

    Park County, MT
    1 day ago
  • $61k - $119k

     ...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... 
    Suggested
    Work at office

    Unavailable

    Montana
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Montana
    4 days ago
  • $50k - $125k

     ...Job Description As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home‑office team and other regional financial advisors. With over 100 years of history, Edward Jones offers a legacy of experience and... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Missoula, MT
    2 days ago
  •  ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and...  ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Great Falls, MT
    2 days ago
  • $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... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Billings, MT
    3 days ago
  •  ...Overview The Financial Advisor plays a vital role in driving growth by developing new business opportunities across securities, mutual funds, annuities, and other licensed products. In addition to cultivating new relationships, this position expertly manages and strengthens... 
    Work experience placement
    Local area

    Johnson Financial Group LLC

    Montana
    1 day ago
  • $50k - $150k

     ...dedicated to helping individuals and families achieve long-term financial well‑being. In this role, you will guide clients through...  ...financial solutions to position you for success. As a Financial Advisor , you will have the opportunity to cultivate lasting client relationships... 
    Full time

    True Path Financial and Insurance Services

    Kalispell, MT
    2 days ago
  •  ...firm committed to assisting clients in every aspect of their financial lives. Our focus centers on clients’ visions for their future...  ...Partners, click here: Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be... 

    Frey Consulting Group

    Missoula, MT
    3 days ago
  •  ...Thrivent Financial in Butte, Montana is seeking a Financial Advisor to provide expert financial advice and help clients achieve financial clarity. The role emphasizes building long-term relationships and making a meaningful impact in the community. Candidates should have... 

    Thrivent Financial

    Butte, MT
    3 days ago
  • $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,... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Montana
    5 days ago
  • $117.36k

     ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the...  ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to... 
    Full time
    Contract work
    For contractors

    New York Life Insurance Company

    Helena, MT
    2 days ago
  •  ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their...  ...can be viewed at CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be... 

    WestPac Wealth Partners

    Missoula, MT
    5 days ago
  •  ...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face‑to... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Great Falls, MT
    1 day ago
  •  ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity...  ...7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over... 

    Thrivent Financial

    Missoula, MT
    5 days ago
  • $45k - $100k

     ...and accountability. Skills and Qualifications An interest in financial services/markets and how they work. Love of learning and challenges...  .... Employee Assistance Program. Compensation New financial advisors receive a supplemental starting salary ranging from $45,000 to... 
    Work at office

    Edward Jones

    Montana
    1 day ago
  •  ...passionate about making a difference in peoples lives while thriving in a team-centric environment? Who is SYM? SYM Financial Advisors serves as a trusted expert to our clients, using our teams deep knowledge and vast experiences to be an advocate and help them... 
    Work at office
    Local area

    SYM Financial Advisors

    Montana
    3 days ago
  •  ...job and more exclusive features. Direct message the job poster from Prudential Financial. Business Development Manager / Strategic Growth Partner / Upper Midwest & MT, WY Prudential Advisors is seeking an experienced financial professional in the Great Falls area who is... 
    Full time

    Prudential Financial

    Great Falls, MT
    16 hours ago
  • Overview Prudential Advisors is looking for an experienced financial professional in the Helena area that is interested in working with Prudential's existing client base. This position will allow you to grow your career and business, helping the people and families that... 
    Full time

    Prudential Financial

    Helena, MT
    16 hours ago
  •  ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity... 
    Internship
    Monday to Friday

    Year Up United

    Montana
    4 days ago
  •  ...Herzing University in Billings, Montana is hiring a Financial Aid Advisor to assist students through the financial aid process. This role requires great customer service skills, as you will guide both prospective and current students on various funding options. The ideal... 
    Hourly pay
    Work at office
    Remote work

    Herzing University

    Billings, MT
    5 days ago
  • $50k - $150k

     ...Financial Advisor (Entry-Level or Experienced) Build a Career with Purpose. Create Your Own Success. At True Path Financial, we believe financial professionals should have the freedom to build a career that aligns with their goals while making a meaningful impact on the... 
    Full time
    Contract work
    Work at office
    Relocation
    Flexible hours

    True Path Financial and Insurance Services

    Kalispell, MT
    1 day ago
  • Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. The role emphasizes making a difference and providing guidance to families, ensuring integrity and ethical conduct in all dealings. Candidates should possess... 
    Remote work
    Work from home

    Medium

    Great Falls, MT
    1 day ago
  • $3,000 per month

     ...Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under... 

    Allora

    Montana
    2 days ago
  • $80k - $90k

     ...Role Summary As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with client objectives. You will... 
    Immediate start
    Day shift

    Bank of America

    Montana
    1 day ago
  •  ...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... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Billings, MT
    2 days ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Full time
    Part time

    SkyKey Financial

    Helena, MT
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our West Manchester, York, PA location. Financial Advisors are based... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Montana
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!