Financial Advisor
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
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
*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.