Financial Advisor

Areas of Focus

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.

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 Tasks 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
• Voluntary Life and Disability Insurance
• Flexible Spending Account Eligibility (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.