Financial services Jobs in Toledo oh

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 ManagementFinancial Planning and RetirementInsuranceTax Strategy and PlanningCash Flow AnalysisDebt StrategiesEstate PlanningProperty and Casualty InsuranceThe 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 BaseAnalyze Investment Opportunities and Client Needs, and Recommend Appropriate StrategiesMarket and Sell Appropriate Investment ProductsPrepare and Deliver Presentations to Clients and Prospective ClientsAttend Meetings and Continuing Education SessionsComply with All Industry Rules and RegulationsAll Other Task AssignedEducation / Knowledge & Skills : Bachelor’s Degree or Equivalent ExperienceStrong Written and Verbal Communication SkillsMust be Highly MotivatedAbility to Work Well Under Pressure with Multiple Priorities and DeadlinesPossess Leadership Qualities and an Entrepreneurial SpiritMust Have a Strong Work EthicMust be Able to Obtain Required Licenses

• Benefits : Health / Dental / Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible SpendingEligibility 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