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 and deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. 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
$75k
## Financial Advisor - PNC Wealth ManagementApplylocations: OH - Maumee: Westgate Branch (OH381)time type: Full timeposted on: Posted Todayjob requisition id: R212464# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the...SuggestedFull timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Maumee, OH4 days ago- ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first‑in‑class training and... ...year‑old, Fortune 100 company with over $600B in assets. As an Advisor, you will be creating a comprehensive and individualized plan to...Suggested
Skylight Financial Group
Toledo, OH4 days ago $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 hoursEdward Jones
Toledo, OH4 days ago- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...Suggested
Voya Financial
Toledo, OH3 days 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Toledo, OH1 day ago$61k - $119k
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 focused...For contractorsWork at office- Overview Gryphon Financial Partners is a $2.4B AUM independent RIA and multi-family office serving high-net-worth clients and families.... ...intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or...Work at office
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals...
WealthBridge Financial Group
Perrysburg, OH2 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 timePart time
SkyKey Financial
Bowling Green, OH20 hours ago - ...establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we’...Hourly payWork at office
FM Bank
Waterville, OH1 day ago $41.25k - $68.75k
...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 workPNC Financial Services Group
Maumee, OH4 days ago$41.25k - $68.75k
...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 workPNC Financial Services Group
Maumee, OH20 hours ago$110k - $120k
...Roofline business unit and the preparation of annual operating plan, forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations...Full timeWork at officeLocal areaFlexible hoursShift workNight shiftLeafHome
Toledo, OH1 day ago- ...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
Fifth Third Bancorp
Perrysburg, OH4 days ago - ...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
Fifth Third Bank, N.A.
Perrysburg, OH8 days ago - ...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
Modern Woodmen
Toledo, OH6 days ago - Description Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Job Details Harbor is seeking a Financial Counselor...Full timeWork at office
- ...an emphasis for acquiring, expanding, and enriching member relationships. The individual in this position must have knowledge of financial services and products including consumer & mortgage lending, deposit accounts, and all self-service products. They must be able to...Work at officeWeekend workAfternoon shift
$110k - $200k
...looking for an individual focused on delivering excellence through attention to detail. The Opportunity We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning...Work at officeCroak Capital
Toledo, OH4 days ago$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 hoursNorthwestern Mutual Life Insurance Company
Toledo, OH2 days ago- ...effort, supports professional development, and provides meaningful financial rewards, including opportunities to grow your career within a... ...interpersonal skills Role and Responsibilities The Investment Advisor is responsible for providing brokerage and investment services...Work at officeHome office
- ...contract and insurance experience can be supported in developing this area. Why consider this opportunity? Join a highly established, financially strong infrastructure contractor Take ownership of a newly created and highly visible position Work directly with senior leaders...Full timeContract workFor contractorsFor subcontractorWork at office
$18 - $23.08 per hour
...Toledo, Ohio 43606 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payPart timeWork experience placementShift workDay shift- Position Summary The Sr. Financial Analyst FP&A is responsible for supporting company-wide financial planning, forecasting, reporting, and analysis. This role serves as a finance business partner to cross-functional teams and leadership by analyzing company performance,...H1bWork at officeLocal areaFlexible hours
- ...Financial Consultant & Relationship Manager, Toledo, OH • Wealth Management To analyze the customer’s investment needs, proactively identifying and selling a broad array of Investment and Insurance products, achieving sales and referral goals while developing a positive...Work experience placementWork at office
Civista Bancshares Inc
Toledo, OH2 days ago - .... The Personal Banker originates consumer loans and is responsible for new deposit account sales and client service. Promotes the financial institution and its lending services and deposit services. Responsible for new loan and deposit account generation, referrals and...Full timeLocal area
- RadNet, Inc. is seeking a full-time professional in Sylvania, OH to provide comprehensive banking services to high-net-worth clients. This role requires a minimum of 5 years in banking with a focus on sales and business development, as well as excellent customer service...Full timeWork at office
$45k
...and generous paid time off programs On-campus fitness programs and meal delivery services Comprehensive health, wellbeing, financial wellness, and childcare benefits Opportunities for growth and advancement Additional Perks Employee assistance program with...Full timeErie Home
Toledo, OH1 day ago- Taco Bell - Hutchinson Drive is looking for a full time or part time crew member to join our team in Waterville, OH. As a Taco Bell - Hutchinson Drive crew member, you can be the smiling face that greets and serves our guests or a cook who makes things happen in the kitchen...Full timePart time
Taco Bell - Hutchinson Drive
Waterville, OH4 days ago
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