Talent.com
Financial Advisor
Financial AdvisorHantz Group • Ann Arbor, MI, US
Financial Advisor

Financial Advisor

Hantz Group • Ann Arbor, MI, US
30+ days 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

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
  • 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 • Ann Arbor, MI, US

    Related jobs
    Choose your own schedule - Drive with Uber

    Choose your own schedule - Drive with Uber

    Uber • Britton, MI, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 3 days ago • Promoted
    Physical Therapist Howell MI

    Physical Therapist Howell MI

    Healthcare Recruitment Counselors • Howell, MI, United States
    Full-time
    Physical Therapist Howell MI (1 hr NW of Detroit).We are seeking an exceptional Physical Therapist to join our team full time in Howell MI. We are looking for a Physical Therapist who is passionate ...Show more
    Last updated: 18 days ago • Promoted
    Business Solutions Advisor - Livonia Financial Center

    Business Solutions Advisor - Livonia Financial Center

    Bank of America • Livonia, MI, US
    Full-time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible G...Show more
    Last updated: 1 day ago • Promoted
    Financial Consultant - Ann Arbor, MI

    Financial Consultant - Ann Arbor, MI

    Fidelity Investments • Ann Arbor, MI, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 30+ days ago • Promoted
    Want Cash Jobs? Earn With Uber Instead

    Want Cash Jobs? Earn With Uber Instead

    Uber • Britton, MI, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 17 days ago • Promoted
    Earn Cash - Drive with Uber

    Earn Cash - Drive with Uber

    Uber • Britton, MI, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 17 days ago • Promoted
    Occupational Therapist On-Call

    Occupational Therapist On-Call

    Hope Network Neuro Rehabilitation • Howell, MI, US
    Full-time
    Whether through hands-on care or essential behind-the-scenes support, every team member contributes to a greater purpose : transforming lives. Provide occupational therapy services as prescribed by c...Show more
    Last updated: 8 days ago • Promoted
    Driver - Make Money On Your Schedule

    Driver - Make Money On Your Schedule

    Uber • Britton, MI, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 3 days ago • Promoted
    Transaction Advisory Services Senior Manager

    Transaction Advisory Services Senior Manager

    Plante Moran • Southfield, MI, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Advisor Float - Michigan - Adrian, MI

    Customer Service Advisor Float - Michigan - Adrian, MI

    WesBanco Bank Inc. • Adrian, MI, United States
    Full-time +1
    Customer Service Advisor Float - Michigan.This position is 100% in office.The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Adrian N...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Financial Services of America • Brighton, MI, US
    Full-time
    Job Description : Financial Advisor – New Location - Brighton, MI.Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive f...Show more
    Last updated: 17 days ago • Promoted
    Financial Advisor

    Financial Advisor

    MassMutual Great Lakes • Southfield, MI, US
    Full-time
    This isn’t about fitting into a corporate mold; it’s about leveraging your unique strengths to make a tangible difference in the lives of those around you. You will be empowered to take ...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Ann Arbor, MI, US
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show more
    Last updated: 17 days ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Pontiac, Michigan
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 11 days ago • Promoted
    Financial Consultant - Novi, MI

    Financial Consultant - Novi, MI

    Fidelity Investments • Novi, MI, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 30+ days ago • Promoted
    Earn on Your Schedule - Drive with Uber

    Earn on Your Schedule - Drive with Uber

    Uber • Britton, MI, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 17 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Hantz Group • Southfield, MI, US
    Full-time
    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...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Advisor II

    Wealth Management Advisor II

    Fifth Third Bank • Birmingham, MI, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Serves as the trusted advisor ...Show more
    Last updated: 30+ days ago • Promoted