Financial Advisor

Hantz Group; Romeo (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Life Insurance

Flexible Spending

Flexible Spending

Job summary

A financial services company based in Michigan seeks a Financial Advisor to provide holistic financial planning and advisory services to clients. The ideal candidate will develop a client base, analyze investment opportunities, and recommend appropriate strategies. Required skills include strong communication, motivation, and leadership qualities. A Bachelor's Degree is necessary, along with the ability to obtain required licenses. This role offers a blend of responsibilities, including client interactions and market analysis, within a growing organization.

Qualifications

• Must be able to obtain required licenses.
• Experience in financial advising or related field is preferred.
• Highly motivated with ability to work under pressure.
• Leadership qualities and an entrepreneurial spirit.
• Must be able to obtain required licenses.
• Able to build and maintain a client base.

Responsibilities

• Develop and maintain a 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.
• Complete all other tasks assigned.

Skills

Strong Written and Verbal Communication Skills

Highly Motivated

Leadership Qualities

Ability to Work Well Under Pressure

Strong Work Ethic

Entrepreneurial spirit

Strong work ethic

Licensing eligibility

Education

Bachelor’s Degree or Equivalent Experience

Job description

Financial Advisor

• Asset Management
• Financial Planning and Retirement
• Insurance
• Tax Strategy and Planning
• Cash Flow Analysis
• Debt Strategies
• Property and Casualty Insurance

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

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

*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 position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.