Talent.com
Financial Advisor
Financial AdvisorHantz Group • Independence, OH, US
Financial Advisor

Financial Advisor

Hantz Group • Independence, OH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters_job_card.quick_apply]
[job_card.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 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
    • [job_alerts.create_a_job]

    Financial Advisor • Independence, OH, US

    [internal_linking.similar_jobs]
    Senior Wealth Advisor

    Senior Wealth Advisor

    MAI Wealth Management, Inc. • Independence, OH, United States
    [job_card.full_time]
    Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Advisor

    Private Client Advisor

    Key Bank • Lakewood, OH, United States
    [job_card.full_time]
    Warren Road - Lakewood, Ohio 44107.The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead w...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    HFA Financial Advisor Senior - Branch

    HFA Financial Advisor Senior - Branch

    Huntington • Cleveland, OH, US
    [job_card.full_time]
    HFA Financial Advisor Senior - Branch.The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their sh...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Management Advisor - OH, Cleveland (3077)

    Wealth Management Advisor - OH, Cleveland (3077)

    Equitable Services • Cleveland, OH, United States
    [job_card.full_time]
    Wealth Management Advisor - OH, Cleveland (3077) ( PIN_20580 ).Our network of over 4,300 financial professionals across the U. In total, Equitable Advisors serves 2.Our mission is simple : to make a ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Bank Wealth Advisor

    Private Bank Wealth Advisor

    Professions Inc International • Cleveland, OH, United States
    [job_card.full_time]
    Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities,...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Cleveland, OH, United States
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Locum Physician (MD / DO) - Cardiology - Interventional in Ohio

    Locum Physician (MD / DO) - Cardiology - Interventional in Ohio

    LocumJobsOnline • All Cities, OH, US
    [job_card.full_time] +1
    Doctor of Medicine | Cardiology - Interventional.Competitive weekly pay (inquire for details) .LocumJobsOnline is working with Barton Associates to find a qualified Cardio - Interventional MD in Oh...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Fairlawn, OH, United States
    [job_card.full_time]
    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 becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    Ohio Staffing • Cleveland, OH, US
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Citizens Banker

    Citizens Banker

    Citizens • UNIVERSITY HEIGHTS, Ohio, United States
    [job_card.full_time]
    They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering so...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) in West Liberty, OH

    Travel Occupational Therapist (OT) in West Liberty, OH

    AlliedTravelNetwork • Cleveland, Ohio, US
    [job_card.full_time]
    Competitive weekly pay (inquire for details) .AlliedTravelNetwork is working with Cross Country Allied to find a qualified Occupational Therapist (OT) in West Liberty, Ohio, 43357!.As a skilled nur...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Advisor

    Advisor

    Signature Estate and Investment Advisors Inc • Cleveland, OH, US
    [job_card.full_time]
    Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country.For over 20 year...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Troy, OH

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Troy, OH

    CompHealth • Cleveland, Ohio, US
    [job_card.full_time]
    Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of specialized teams, giving them the ability to focus on the details that matter to you.That means ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Advisor

    Financial Advisor

    Hantz Group • Independence, OH, US
    [job_card.full_time]
    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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Euclid, Ohio
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Cleveland, OH, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Service / Benefits Advisor (Work from home)

    Customer Service / Benefits Advisor (Work from home)

    Professional Career Solutions • Cleveland Heights, Ohio
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) in West Liberty, OH

    Travel Occupational Therapist (OT) in West Liberty, OH

    AlliedTravelCareers • Cleveland, Ohio, US
    [job_card.full_time]
    Competitive weekly pay (inquire for details) .AlliedTravelCareers is working with Cross Country Allied to find a qualified Occupational Therapist (OT) in West Liberty, Ohio, 43357!.As a skilled nur...[show_more]
    [last_updated.last_updated_30] • [promoted]