Financial Advisor Job at Hantz Group, Southfield, MI

QmpKaklwWS9rVmlGdHJTZzlhL1krM09lUmc9PQ==
  • Hantz Group
  • Southfield, MI

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

 

Job Tags

Full time, Flexible hours,

Similar Jobs

Kaiser Permanente

Medical Social Worker II Job at Kaiser Permanente

Job Summary:The primary role of the Medical Social Worker II is to assist patients and families/caregivers to cope with the social/emotional issues and practical arrangements related to the patients illness. Under general direction of the Social Work Manager/LCSW, delivers... 

Luella's Too

Luella's Bar-B-Que Prep/Line Cook Job at Luella's Too

 ...towards hospitality management or culinary arts degree programs # Career advancement opportunities SUMMARY The line/prep cook is responsible for maintaining our excellent standards in food safety, cleanliness and sanitation. A strong focus is placed on food... 

360 SMART LINGO

Korean Remote Consecutive Interpreter Job at 360 SMART LINGO

 ...Job Title: Korean Remote Consecutive Interpreter- On-Demand Location: Remote Job Type: Independent Contractor A 360 Smart Lingo consecutive, over-the-phone interpreter plays a crucial role in facilitating effective communication between those who speak different... 

Cella

Remote Content Writer Job at Cella

Our clients Marketing team is seeking a highly skilled B2B Marketing Writer to create compelling, perception-shifting content focused on promoting fixed income product offerings. This long-term contract role will support strategic initiatives designed to reshape how ...

KIT HomeBuilders West

Framer/Carpenter Job at KIT HomeBuilders West

KIT is actively recruiting Framers/Carpenters for our production facility in Caldwell, Idaho. For over 70 years, KIT Home Builders has been...  ...purchase discount and exclusive employee discount program travel, computers, gym membership, and more. New Hires will be matched...