Holistic Financial Advisor — Grow Your Practice and Impact

Hantz Group; Clinton Township (NJ); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

401K

Paid Time Off

Job summary

Hantz Group, a Michigan-based family office, seeks a Financial Advisor to develop and maintain a growing client base, delivering holistic financial planning services and investment guidance.

You will analyze investment opportunities, present tailored strategies, and collaborate with specialists to provide comprehensive advisory for individuals and businesses.

The role requires strong communication, motivation, leadership, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Bachelor’s Degree or Equivalent Experience required.
• Strong written and verbal communication skills required.
• Must be highly motivated and capable of delivering results.
• Ability to work well under pressure with multiple priorities and deadlines.
• Leadership qualities and entrepreneurial spirit valued.
• Strong work ethic required.
• Must be able to obtain required licenses (FINRA S7, S66, etc.).

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 Task Assigned.

Skills

Bachelor’s Degree or Equiv Exp

Strong Written Verbal Skills

Highly Motivated

Work Under Pressure

Leadership Qualities

Strong Work Ethic

Licenses Obtainable

Education

Bachelor’s Degree or Equivalent

Job description

Hantz Group, a Michigan-based family office, seeks a Financial Advisor to develop and maintain a growing client base, delivering holistic financial planning services and investment guidance.

You will analyze investment opportunities, present tailored strategies, and collaborate with specialists to provide comprehensive advisory for individuals and businesses.

The role requires strong communication, motivation, leadership, and the ability to manage multiple priorities in a fast-paced environment.