Financial Advisor

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.

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 position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

Powered by JazzHR