Financial Advisor
Areas of Focus
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
- Able 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
- Voluntary LTD
- Voluntary 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.