Talent.com
Financial Advisor

Financial Advisor

Hantz GroupOkemos, MI, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
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 The Holistic Approach to Financial Planning 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.
  • Powered by JazzHR
  • Create a job alert for this search

    Financial Advisor • Okemos, MI, US

    Related jobs
    • Promoted
    Financial Advisor

    Financial Advisor

    Hantz GroupOkemos, 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 moreLast updated: 30+ days ago
    Financial Advisor

    Financial Advisor

    Financial Services of AmericaLansing, MI, US
    Full-time
    Quick Apply
    Job Description : Financial Advisor – New Location - Okemos, MI.Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Automotive Service Advisor

    Automotive Service Advisor

    Blain's Farm & FleetJackson, MI, US
    Full-time
    Company & Benefits Information.At Blain's Farm & Fleet we believe everyone deserves the opportunity to have a job they love, work in a great environment, grow their career & enjoy a...Show moreLast updated: 1 hour ago
    • Promoted
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDashByron, MI, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a var...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Marriage and Family Therapist (LMFT)

    Licensed Marriage and Family Therapist (LMFT)

    LifeStance HealthHowell, MI, US
    Full-time
    We are actively looking to hire talented Therapists in the area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthcare.Int...Show moreLast updated: 21 days ago
    • Promoted
    Home Health Physical Therapist $10,000 Bonus

    Home Health Physical Therapist $10,000 Bonus

    Residential Home Health and HospiceSaint Johns, MI, US
    Full-time
    At Residential Home Health and Hospice (‘Residential’), we’re looking to add to our extraordinary care team.Grounded by our belief that outstanding care is best delivered in a tea...Show moreLast updated: 30+ days ago
    • Promoted
    Home Health Occupational Therapist, $10,000 Bonus

    Home Health Occupational Therapist, $10,000 Bonus

    Residential Home Health and HospiceOwosso, MI, US
    Full-time
    At Residential Home Health and Hospice (‘Residential’), we’re looking to add to our extraordinary care team.Grounded by our belief that outstanding care is best delivered in a tea...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationEast Lansing, 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 q...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Expert

    Tax Expert

    IntuitDurand, MI, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 11 days ago
    • Promoted
    • New!
    New York Licensed Financial Advisor

    New York Licensed Financial Advisor

    VirtualVocationsLansing, Michigan, United States
    Full-time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees, founders, and executives. Key Responsibilities Deliver personalized financial advice, i...Show moreLast updated: 8 hours ago
    • Promoted
    Travel Occupational Therapist (OT) in Haslett, MI

    Travel Occupational Therapist (OT) in Haslett, MI

    AlliedTravelCareersHaslett, MI, US
    Full-time +1
    AlliedTravelCareers is working with Infojini Healthcare to find a qualified Occupational Therapist (OT) in Haslett, Michigan, 48840!. Occupational Therapist (OT),06 : 00 : 00-14 : 00 : 00.Self Assessment (...Show moreLast updated: 30+ days ago
    • Promoted
    Kansas Licensed Financial Advisor

    Kansas Licensed Financial Advisor

    VirtualVocationsLansing, Michigan, United States
    Full-time
    A company is looking for a Financial Advisor.Key Responsibilities Network to discover and attract new talent for team growth Coach and develop new Financial Professionals through training and ex...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocationsLansing, Michigan, United States
    Full-time
    A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning Develop and maintain ...Show moreLast updated: 12 hours ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationLansing, 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 q...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,046 to $2,246 per week in Fowlerville, MI

    Travel Physical Therapist (PT) - $2,046 to $2,246 per week in Fowlerville, MI

    AlliedTravelCareersFowlerville, MI, US
    Full-time
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified Physical Therapist (PT) in Fowlerville, Michigan, 48836!. Are you ready to take your Travel career to the next level? See pl...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Raymond James FinancialJackson, MI, US
    Full-time
    At Paramount Wealth Management, we believe life is too short to not live inspired.We are a client-focused team who are dedicated to serving others. We are seeking a Financial Advisor who shares our ...Show moreLast updated: 30+ days ago
    • Promoted
    Lead Financial Advisor

    Lead Financial Advisor

    Richmond Brothers, Inc.Jackson, MI, US
    Full-time
    Lead Financial Advisor - Richmond Brothers, Inc.Jackson, MI@ Richmond Brothers, Inc.Quarterly domestic travel, min.Requires Series 65 and MI Life / Annuity Licenses. Develop comprehensive financial pl...Show moreLast updated: 14 days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationLansing, 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 q...Show moreLast updated: 30+ days ago
    • Promoted
    2026 Financial Advisor Entry Level

    2026 Financial Advisor Entry Level

    Plante MoranEast Lansing, 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 moreLast updated: 25 days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationLansing, 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 q...Show moreLast updated: 30+ days ago