Financial Advisor at Hantz Group Southfield, MI

Hantz Group; Southfield (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401K

Voluntary Life and DisabilityInsurance

Flexible Spending

Job summary

Hantz Group, a Michigan-based financial company, seeks a Financial Advisor in Southfield, MI to help individuals and businesses achieve their financial goals. The role focuses on asset management, financial planning, and comprehensive advisory services within a family-office framework.

The candidate will develop a client base, analyze opportunities, present investment strategies, and ensure compliance with industry rules while pursuing necessary licenses to support client needs.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Written & Verbal Communication

Self-motivation

Pressure management

Leadership

Entrepreneurial spirit

Strong work ethic

Licensing eligibility

Education

Bachelor’s Degree or Equivalent Experience

Job description

Financial Advisor

Financial Advisor job at Hantz Group. Southfield, MI.

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 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

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, and Vision Insurance
• Paid Time Off
• 401K
• Voluntary Life and Disability Insurance
• 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.