Talent.com
Hantz Group
Financial AdvisorHantz Group • Grandville, MI, United States
Financial Advisor

Financial Advisor

Hantz Group • Grandville, MI, United States
12 hours ago
Job type
  • Full-time
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.

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

Create a job alert for this search

Financial Advisor • Grandville, MI, United States

Similar jobs

Real Estate Advisor/Agent - Grand Rapids MI

OnAgentGrand Rapids, MI, United States
Full-time

Embrace the opportunity to join our collaborative mastermind group, featuring mentorship from Steven Koleno, your managing broker in Michigan, one of the most forward thinking real estate agents, #... Show more

 • Promoted

Beauty Advisor Sally Beauty 03309

Sally Beauty HoldingsCaledonia, MI, United States
Full-time

By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need p... Show more

 • Promoted

Inbound Sales Consultant (Hybrid - Grand Rapids, MI)

FarmersCaledonia, MI, United States
Full-time

Inbound Sales Consultant (Hybrid - Grand Rapids, MI).We are Farmers where ambition meets opportunity.At Farmers, we're not just known for unforgettable jingle we're a team with a passion for purp... Show more

 • Promoted

Hilton Careers in Grant, MI

HiltonGrant, MI, United States
Full-time

Hilton is hiring for various positions including front desk agents, housekeepers, and food and beverage staff.Competitive wages with comprehensive benefits and employee discounts.Opportunities for ... Show more

 • Promoted

Seasonal Travel Teller

Arbor Financial Credit UnionCaledonia, MI, United States
Part-time

Seasonal Part-Time Travel TellerStarting Wage:$17 $18.Location:Kalamazoo, MI (travel to any branch, including GR region, on a limited basis)About The RoleAs a Seasonal Part-Time Travel Teller, you'... Show more

 • Promoted

Sales Associate- Part Time

Kirkland'sByron Center, MI, United States
Part-time

The primary responsibility of a Sales Associate is to provide an exceptional shopping experience to every customer utilizing Kirkland's customer service model while assisting with all aspects of op... Show more

 • Promoted

Finance and Insurance Manager (F&I)

General RV CenterWayland, MI, United States
Full-time

General RV Center Finance Department Position.The success of General RV Center is rooted in our exceptional team, which has been growing since 1962.Our sustained growth has been fueled by our famil... Show more

 • Promoted

Account Representative - State Farm Agent Team Member

Troy Peterson - State Farm AgentByron Center, MI, United States
Full-time

Insurance Sales Representative.Troy Peterson Insurance Agency LLC is a dynamic insurance agency affiliated with State Farm, dedicated to providing exceptional service and tailored insurance solutio... Show more

 • Promoted

HFA Financial Advisor Senior- Branch

HuntingtonByron Center, MI, United States
Full-time

HHFA Financial Advisor Senior - Branch.The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their ... Show more

 • Promoted

Commercial Underwriter - ABL

Old National BancorpGrand Rapids, MI, United States
Full-time

Commercial Underwriters For ABL.Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the commun... Show more

 • Promoted

Full-time Sales Teammate

BuckleByron Center, MI, United States
Full-time

We are excited to open a brand new store at the Tanger Outlet Mall in Byron Center Michigan late April! We will be hiring many new positions for this team and will start interviews in Mid-March.The... Show more

 • Promoted

Home Health Aide

Arcadia Home Care and StaffingNewaygo, MI, United States
Full-time +1

Home Health Aide (HHA) / Caregiver.Arcadia Home Care & Staffing, part of the Addus Homecare family of companies, is a national provider of home care and staffing with over 40 years of experience an... Show more

 • Promoted

Guest Advocate (Cashier or Front of Store Attendant/Cart Attendant) (T2015)

TargetCaledonia, MI, United States
Full-time

Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.Advocates of guest experience who welcome, thank, and exce... Show more

 • Promoted

Lifeguard Instructor

YMCA of Greater Grand RapidsHopkins, MI, United States
Part-time

Description:POSITION SUMMARYThe Safety Instructor is responsible for teaching certification courses, including Lifeguarding, CPR, BLS, and first aid, in adherence to the program standard of the tra... Show more

 • Promoted

Team Member

Arby'sCedar Springs, MI, US
Part-time

Think about it you and us? Sounds like it could be a match made in the meat heavens.Shift Meal Discount and Family Dining Discount*.Best-in-Class Training & Continuous Learning.Community & Charita... Show more

 • Promoted

Family Medicine - Wayland Health Center - MD/DO

UM Health-WestWayland, MI, United States
Full-time

Family Medicine Wayland Health Center MD/DO.University of Michigan Health-West is seeking full-time outpatient Family Medicine physicians.High caliber, quality focused, innovative physicians shou... Show more

 • Promoted

Home Health and Hospice Consultant

AdvisaCareKent City, MI, United States
Full-time

AdvisaCare is currently looking for a passionate and motivated Home Health and Hospice Consultant to join our team.In this role, you will play a vital part in helping us extend our mission, ensurin... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor- Grand Rapids, MI and Surrounding Areas

JPMorgan ChaseGrand Rapids, MI, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

 • Promoted

Home Health Aide

Addus HomecareByron Center, MI, United States
Full-time

Addus Homecare - - Responsibilities: Enable clients to stay in their homes by providing personal care such as bathing, dressing, toileting and grooming.Provide light housekeeping and laundry servi... Show more

 • Promoted

Home Improvement Sales

Brothers That Just Do GuttersByron Center, MI, United States
Full-time

Solutionist (Consultative Sales) West Michigan.Are you tired of "hard-closing" and ready to provide actual value?.The Brothers that just do Gutters is one of West Michigan's fastest-growing home s... Show more