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, 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. #J-18808-Ljbffr 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...SuggestedWork at officeFlexible hours
- ...members, record and maintain complete documentation of accounts. Assisting patients with coordination of benefit/eligibility issues, financial /insurance forms/applications and arrangements. Notifies case management, social services and admission staff of case screening...Suggested
- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York; Yorktown Heights, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$65k - $80k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$15 per hour
Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening... ...highly motivated analytical individual to join our Northeast Financial Group firm. In general, the entrepreneurial individual who...SuggestedMinimum wageFull timeContract workPart timeImmediate start$65k - $80k
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to Friday- ...Financial Planning Assistant Hantz 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 specialists within the organization. The role varies...Work at officeFlexible hours
$50k - $70k
...their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers... ...pursue their long-term goals. What You’ll Do Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with...Work at officeVisa sponsorship- ...service in alignment with the bank’s mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Responsibilities Focus on growing existing customer relationships and acquiring new ones through consistent sales execution...
- Description The Information Security Analyst plays a critical role in protecting the University's digital infrastructure and ensuring compliance with security policies and regulatory requirements. This position supports the implementation and management of security...Monday to FridayNight shiftWeekend workAfternoon shift
- ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workWork 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... ...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 a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$75k
...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours$100k - $115k
...act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring...Temporary work$18.75 - $25 per hour
...Tarrytown, New York 10591 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payWork experience placementShift workDay shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...sources. Meet with prospective clients at outside locations such as a client’s home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads. Principal Duties Utilize and develop a network of resources...Casual workLocal areaFlexible hours$130k - $160k
...Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high‑and... ...client relationships. We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is...Work at officeLocal area$20.67 - $31.25 per hour
...Plains, New York 10601 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...uncover needs and provide guidance and solutions to assist in client financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$83.8k - $136.8k
...The Senior Financial Analyst, SOX Compliance will be the dedicated contact in the Program Finance department providing support to our Global Development organization and relevant partners. This role ensures compliance with financial requirements and maintains and develops...- ...Senior Financial Analyst, Sox Compliance The Senior Financial Analyst, SOX Compliance will be the dedicated contact in the Program Finance department providing support to our Global Development organization and relevant partners. This role ensures compliance with financial...
$67k - $80k
...SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices...Local areaWork from homeWorldwide- ...United States is seeking a client-focused banking professional to join our in-office team. You will build relationships, meet client financial needs, and uphold our risk and regulatory standards while delivering an exceptional client experience. The role requires strong...Work at officeWeekend work
- ...customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to suitable solutions, while adhering to laws and bank guidelines. The role emphasizes speaking with...
$25 - $38.46 per hour
...Plains, New York 10601 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payWork experience placementDay shift- Job Title Job Locations: Alpharetta, GA; Charlotte, NC; Chicago, IL; Conshohocken, PA; Dallas, TX; Denver, CO; Fargo, ND; Garden City, NY; Houston, TX; Lenexa, KS; Lubbock, TX; Morristown, NJ; Mt Juliet, TN; New York, NY; Purchase, NY; Topeka, KS Strong familiarity...
- ...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
$72k - $120k
We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms...Full timeCasual workWork at officeFlexible hours3 days per week$82k - $100k
...health and well‑being. Reaching People. Touching Lives. Job Summary This role supports the Commercial Finance function by delivering financial insights and analysis across pricing, bidding, and customer contract activities. The analyst will partner closely with Sales,...Contract workFlexible hours
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