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.
$80k - $110k
Black Walnut Wealth Management is seeking a Financial Advisor for our financial planning and investment advisory firm in Traverse City, MI. We take a coordinated approach to wealth management, helping clients with investment, tax and estate planning primarily for individuals...SuggestedWork at office- ...located in Traverse City, MI. They are seeking an Associate Wealth Advisor to join their team. The Associate Wealth Advisor is a blended... ...position manages day-to-day client relationships, assists with financial plan development and implementation, and ensures an exceptional...SuggestedWork at office
$21 - $26 per hour
...through the mortgage application process. This role involves conducting comprehensive interviews with applicants to assess their financial needs and goals, clearly explaining available loan programs and eligibility requirements, and gathering all necessary financial documentation...SuggestedHourly payPermanent employmentTemporary workRemote workMonday to Friday- ...through with excellent customer service skills. The Branch Banker involves working with customers with the purpose of understanding financial goals, building relationships and working with internal teams and partners through multiple channels, including phone, e-mail, in...Suggested
- ...with members.Identify and address member needs, offering information and guidance about products and services that align with their financial goals.Provide friendly, professional, and efficient service to all members, ensuring a high level of satisfaction.Resolve...SuggestedWeekly payFull timePart time
$795 per month
Job Description Job Description F5 Mortgage is hiring experienced Outside Loan Officers (remote) to originate residential mortgages independently on the F5 platform. We are a producer-led wholesale brokerage built around a custom, AI-first tech stack: F5 Command (in...Remote workFlexible hours- ...Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help... ...Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies...Full timeWork at officeFlexible hours
- ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Local areaMonday to Friday
- ...requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a financial analyst... ...the third best metro in the US for young professionals (Forbes Advisor). We offer comprehensive benefits to keep you healthy and...RelocationVisa sponsorshipRelocation package
- ...Automotive Parts Advisor Join BMW of Traverse City as an Automotive Parts Advisor and help us drive exceptional customer experience... ...Dental, Vision, Flex Spending, Life & Disability Insurance. Financial Growth: 401(k) with Employer Match + Performance Incentives....
- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. Epic is located just outside Madison, Wisconsin. As a Financial Performance Analyst, you'll be working to ensure...Work experience placementWork at officeRelocationVisa sponsorshipRelocation package
- : The Communications and Administrative Support Specialist is responsible for providing comprehensive administrative support across multiple departments, ensuring efficient execution of events, maintaining organized data records, and offering logistical support for various...Full timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shiftEarly shift
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