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+…
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+…
Hantz Cafe is seeking a part-time Café Associate to become an integral part of our team! Hantz Café is a small restaurant within an office building providing food service options to Hantz Group employees, clients and the…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Health Insurance, Dental Insurance, Vision Insurance, Paid Time Off, 401k, Voluntary Long Term Disability
Posted 31d ago
Apply by Sep 24
~40 hrs/week
Responsibilities
Develop and maintain a client base by analyzing investment opportunities and recommending holistic financial strategies. Prepare and deliver presentations to clients while complying with all industry rules and regulations.
Requirements
Requires a Bachelor's degree or equivalent experience and the ability to obtain various FINRA and state insurance licenses. Candidates must possess strong communication skills, a strong work ethic, and an entrepreneurial spirit.
Full job description
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
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.
Related keywords
Asset ManagementFinancial PlanningRetirementInsuranceTax StrategyCash Flow AnalysisDebt StrategiesEstate PlanningProperty And Casualty InsuranceFINRA Securities Industry EssentialsFINRA Series 7FINRA Series 66State LifeAccident & HealthVariable ContractsFamily Office
Hantz Group is a Michigan-based financial services company that works with individuals to help them achieve their financial goals. We use a Family Office concept that allows us to offer a multitude of services tailored to each individual client. Our team of professionals are experts in the different disciplines of one’s finances: Financial Planning and Retirement, Tax Strategy and Planning, Insurance (Life and Health), Property and Casualty Insurance (Personal and Business), Banking and Cash Management, Estate Planning, Asset Management, and Debt Strategies (Commercial and Consumer Lending). By using a holistic planning approach, each team attempts to coordinate superior outcomes for our clients and reduce the stress and time involved in handling their finances. This allows our clients to have more time to focus on what is most important for their families.
The Hantz Group is strong both financially and operationally and committed to the growth of our employees and our clients. Our leadership team is transparent and encourages open and honest communication. We foster an inclusive culture that values our people as our greatest asset.
The mission at Hantz Group is simple: Personal Growth. We believe that when we grow, our clients prosper.
Offices: 26200 American Dr, Fifth Floor, Southfield, MI 48034, US
Using Intellectual leverage by utilizing different specialists all under one roof to help our clients hit their financial goals as efficiently as possibleDebt StrategiesBankingTax PlanningFinancial PlanningInsuranceRisk ManagementAsset ManagementInvestmentsand Estate Planning
Hantz Group is a Michigan-based financial services company that works with individuals to help them achieve their financial goals. We use a Family Office concept that allows us to offer a multitude of services tailored to each individual client. Our team of professionals are experts in the different disciplines of one’s finances: Financial Planning and Retirement, Tax Strategy and Planning, Insurance (Life and Health), Property and Casualty Insurance (Personal and Business), Banking and Cash Management, Estate Planning, Asset Management, and Debt Strategies (Commercial and Consumer Lending). By using a holistic planning approach, each team attempts to coordinate superior outcomes for our clients and reduce the stress and time involved in handling their finances. This allows our clients to have more time to focus on what is most important for their families.
The Hantz Group is strong both financially and operationally and committed to the growth of our employees and our clients. Our leadership team is transparent and encourages open and honest communication. We foster an inclusive culture that values our people as our greatest asset.
The mission at Hantz Group is simple: Personal Growth. We believe that when we grow, our clients prosper.
Offices: 26200 American Dr, Fifth Floor, Southfield, MI 48034, US
Using Intellectual leverage by utilizing different specialists all under one roof to help our clients hit their financial goals as efficiently as possibleDebt StrategiesBankingTax PlanningFinancial PlanningInsuranceRisk ManagementAsset ManagementInvestmentsand Estate Planning