About this opportunity
Hantz Group lists this Financial Advisor opportunity in bay city, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor
nHantz 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.
n Areas of Focus:
nnnAsset Management
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nnFinancial Planning and Retirement
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nnInsurance
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nnTax Strategy and Planning
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nnCash Flow Analysis
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nnDebt Strategies
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nnEstate Planning
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nnProperty and Casualty Insurance
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n nThe Holistic Approach to Financial Planning
nHantz 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.
nWhether 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.
nEssential Job Functions:
nnnDevelop and Maintain Client Base
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nnAnalyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
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nnMarket and Sell Appropriate Investment Products
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nnPrepare and Deliver Presentations to Clients and Prospective Clients
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nnAttend Meetings and Continuing Education Sessions
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nnComply with All Industry Rules and Regulations
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nnAll Other Task Assigned
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n nEducation/Knowledge & Skills:
nnnBachelor’s Degree or Equivalent Experience
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nnStrong Written and Verbal Communication Skills
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nnMust be Highly Motivated
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nnAbility to Work Well Under Pressure with Multiple Priorities and Deadlines
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nnPossess Leadership Qualities and an Entrepreneurial Spirit
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nnMust Have a Strong Work Ethic
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nnMust be Able to Obtain Required Licenses*
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n nBenefits:
nnnHealth/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
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nnEligibility Requirements Vary
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n n*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.
nThe 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.
nAs 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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Worksite address
bay city, MI, 48706, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.