Financial Advisor
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. Areas of Focus Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Estate Planning Property and Casualty Insurance 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 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 Voluntary LTC Voluntary Life Flexible Spending *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 offices 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. #J-18808-Ljbffr Hantz Group
$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$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...SuggestedFull timeContract workFor contractorsWork at office- ...MassMutual Great Lakes is excited to welcome driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. Many of our advisors are building...SuggestedLocal areaImmediate startShift work
- ...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
$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...SuggestedWork at officeWork from homeHome officeFlexible hours$50k - $100k
Ready for a new direction? Principal is looking for motivated career changers to become financial advisors. If you’re a strong listener, enjoy helping people, and bring experience from fields like teaching, sales, operations, customer service, or management, your skills...- ...We are seeking motivated and dynamic individuals to join our team as Financial Planning Advisors. This role is perfectly suited for career changers eager to pivot into the financial services industry, bringing fresh perspectives and enthusiasm. As a Financial Planning...Local area
- ...Credentials Location : Greater Grand Rapids Employment Status : Full-Time Position Summary We are seeking a motivated Associate Financial Advisor to join our advisory team and grow into a client-facing relationship management role. Working closely with a Lead and Senior...Full timeWork at office
- ...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 roleWork at officeLocal areaImmediate startShift workDay shift
$80k
Our client is a fee-only financial planning firm located in Grand Rapids, MI, seeking an Associate Financial Advisor who will serve in a support and lead capacity within assigned client relationships. In the support role, this advisor partners closely with Lead and Senior...Work at office- ...Job Summary The Financial Counselor assists patients and family members in financial interactions related to their health care expenses. By establishing relationships, they serve as a patient advocate and educator in order to assist in navigating through available resources...Full timeWork at officeRemote workMonday to FridayShift workWeekend work
- ...Financial Representative Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate...Full time
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$24 - $30 per hour
...Process accounts payable transactions, including vendor invoices, ACH payments, check runs, and 1099 reporting. Maintain accurate financial records by posting payable transactions and verifying supporting documentation. Assist with payroll and accounts payable reporting...Work at officeMonday to FridayFlexible hours- ...Financial Planning Assistant As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other specialists within the organization. The role includes meeting preparation, client communication, coordination with the operations team, and...Work at officeFlexible hours
- ...Northwestern Mutual is seeking College Financial Representatives in Grand Rapids, Michigan. This internship program allows you to build a financial planning practice while receiving guidance from industry leaders and engaging in training sessions. Ideal candidates are...Full timeInternshipFlexible 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- United Bank Of Michigan Group is seeking a full-time Relationship Banker in Georgetown Charter Township, Michigan. In this role, you will assist customers with their banking needs, manage accounts, and build lasting relationships. You will play a key role in customer satisfaction...Full time
- ...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
$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$17 - $27.5 per hour
...location. The Relationship Banker develops and cultivates long‑term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships...Immediate start- ChoiceOne Bank in Grand Rapids, MI is seeking a Universal Banker – Non-Exempt to deliver exceptional customer service, open new accounts, and educate customers on deposit and lending products. You will build relationships, process transactions, and refer clients to other...Full time
- ...Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter...Work experience placementImmediate startFlexible hours
$50k - $100k
...Job Description Job Description Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one...Flexible hours- ...Grand Rapids, MI in the search for a relationship-driven Wealth Advisor . This is an opportunity for a polished advisor to step into a... ...wealth, plan legacies, and navigate life’s most important financial decisions. What You’ll Be Doing: Deliver comprehensive, customized...
- ...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
- ...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
- ...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 office
$17 - $29.75 per hour
...The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through...- ...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 office
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