Financial Advisor

Hantz Group; Mount Pleasant (MI); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Long-Term Disability

Voluntary Life Insurance

Flexible Spending

Job summary

A Michigan-based financial company is seeking a Financial Advisor to develop client bases and analyze investment opportunities. Responsibilities include marketing investment products, preparing client presentations, and ensuring compliance with industry regulations. The ideal candidate should have a Bachelor’s degree and strong communication and leadership skills. This position offers benefits including health insurance and a 401K.

Qualifications

• Must be able to obtain required licenses.
• Possess leadership qualities and an entrepreneurial spirit.
• Must be Highly Motivated and able to meet deadlines.

Responsibilities

• Develop and maintain client base.
• Analyze investment opportunities and recommend strategies.
• Market and sell appropriate investment products.
• Prepare and deliver presentations to clients.
• Attend meetings and continuing education sessions.
• Comply with all industry rules and regulations.

Skills

Strong Written and Verbal Communication Skills

Ability to Work Well Under Pressure

Highly Motivated

Leadership Qualities

Strong Work Ethic

Strong work ethic

Education

Bachelor’s Degree or Equivalent Experience

Job description

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
• Property and Casualty Insurance
• Estate Planning

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 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, Vol LTD, Vol Life, Flexible Spending

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.