Financial Advisor

Hantz GroupMount Pleasant, MI

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Overview

Schedule

Full-time

Career level

Senior-level

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Financial AdvisorHantz 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 PlanningHantz 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.

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FAQs About Financial Advisor Jobs at Hantz Group

What is the work location for this position at Hantz Group?

This job at Hantz Group is located in Mount Pleasant, MI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Hantz Group?

Employer has not shared pay details for this role.

What employment applies to this position at Hantz Group?

Hantz Group lists this role as a Full-time position.

What experience level is required for this role at Hantz Group?

Hantz Group is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Hantz Group?

You can apply for this role at Hantz Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.