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.
- ...passionate about making a difference in people's lives while thriving in a team-centric environment? Who is SYM? SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them...SuggestedFull timeWork at officeLocal area
- ...Financial Aid CounselorProvide support to the director while providing quality customer service in all aspects of awarding federal, state, institutional, and private aid to NU students. Provide student/parent counseling and assistance and support for the financial aid...SuggestedWork experience placementWork at officeAfternoon shift
- ...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...SuggestedWork at officeFlexible hours
- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...of mid to high complexity and performs transaction analysis with the goal of minimizing losses and optimizing resolutions.Gathers financial data, prepares analysis and develops workout strategy and alternatives for a portfolio. Reviews relevant documents and transaction...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeRemote workWork from home
$102.5k - $210.6k
...strategic alignment between cyber and infrastructure domains. You’ll serve as a thought leader, technical consultant, and trusted advisor across teams, delivering best-in-class solutions and supporting dynamic business needs. Key Responsibilities Technical Leadership...Full timeFlexible hoursShift work- ...Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Role Description As a Financial Services specialist with Robert Boerner Insurance & Financial Services Inc, you will successfully market the financial products...
$93k - $171.3k
...work closely with Deloitte professionals and engagement teams and help them navigate independence considerations impacting personal financial relationships and employment relationships. Success in this role requires strong research and investigative skills and the ability...Work at officeVisa sponsorship- ...Financial Analyst II The Financial Analyst II can do either (or both) the Accountant role or the Financial Analyst role below. This Accountant position may be responsible for the preparation, accuracy, completeness, and analysis of financial statements and related financial...Work at officeFlexible hours
- TALENT Software Services in Midland, MI is seeking a Commercial Lending Services specialist to maintain loan documents and support the servicing lifecycle. You will book new loans after closing and monitor insurance, legal docs, reporting and compliance obligations. Ideal...
$500 per week
...Job Description Job Description Modern District Financial is one of the largest Insurance & Financial Services Firms in Michigan with Offices in Traverse City, Grand Rapids, and Midland. Our Award Winning Team is looking for a motivated individual who wants to be mentored...Work at office- We’re hiring a Marketing Communications Specialist at the Savant Group at our Midland, Michigan headquarters. You’ll develop and execute marketing content that strengthens our brands, supports product and business growth, and gives our commercial teams the tools they need...Work at office
- Job Description Job Description Benefits: Training & development Bonus based on performance Flexible schedule You May Be a Great Fit as an Acquisitions Specialist at Jessica Mishler - State Farm Agent if: You’re the person people call first when life...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!

