Wealth Advisor: Holistic Planning & Client Growth

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

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.