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 Focus:Asset ManagementFinancial Planning and RetirementInsuranceTax Strategy and PlanningCash Flow AnalysisDebt StrategiesEstate PlanningProperty and Casualty InsuranceThe 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.Essential Job Functions:Develop 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 & Skills:Bachelor'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*Benefits:Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility 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.
$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...Suggested- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...Suggested
$100k
...Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access... ...-term financial goals. We’re seeking experienced Financial Advisors who are passionate about building relationships, growing their...SuggestedFlexible hours- ...Financial Advisor Overview We are seeking an experienced Financial Advisor to serve as the primary relationship manager and trusted advisor for an established portfolio of high-net-worth clients. This individual will provide comprehensive financial planning,...Suggested
$100k
...Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access... ...-term financial goals. We're seeking experienced Financial Advisors who are passionate about building relationships, growing their...SuggestedFlexible hours- ...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...Local areaImmediate startShift work
$61k - $119k
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...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 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...
- ...Description Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is required-we provide the tools, support, and professional development...
- ...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
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$77k - $202k
...delivering quality work even when the path forward isn’t clear.In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the...Full timeH1b$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area$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...Work at officeShift workDay shift- ...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- ...Financial Aid Counselor This position is responsible for providing personal and financial aid application counseling to students and families so that students can fully understand their financial aid options and establish a plan for paying for their Davenport education...Work at officeNight shiftAfternoon shift
$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 timeFor contractorsInternshipLocal areaFlexible hours- ...Financial Planning AssistantHantz Group is a Michigan-based financial company that works with individuals and businesses to help them... ...Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies...Work at officeFlexible hours
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