Financial Advisor

2 months ago

Maumee, United States Hantz Group Full time
Job DescriptionJob DescriptionFinancial Advisor

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
 The Holistic Approach to Financial PlanningHantz 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
    • 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.

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.

 

Powered by JazzHR

MDQqCdJSFF

  • Financial Aid Advisor

    2 months ago

    Maumee, United States Stautzenberger College-Maumee Full time

    ***Please pay special attention to the specific (email) submission instructions below*** Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday...

  • Financial Aid Advisor

    3 weeks ago

    Maumee, United States Stautzenberger College-Maumee Full time

    Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday - from nurses and vet techs to HVAC maintenance and welders, from hospitals to offices...

  • Financial Planning Assistant

    3 months ago

    Maumee, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning AssistantHantz 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...

  • Financial Planning Assistant

    2 weeks ago

    Maumee, United States Hantz Group Full time $36,000 - $50,000

    Job DescriptionJob DescriptionFinancial Planning AssistantHantz 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...

  • Admissions Advisor

    3 weeks ago

    Maumee, United States Stautzenberger College-Maumee Full time

    Help us define our next century of impact on our community.Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday - from nurses and vet techs to HVAC maintenance and welders, from hospitals to offices and...

  • Admissions Advisor

    4 weeks ago

    Maumee, United States Stautzenberger College-Maumee Full time

    Help us define our next century of impact on our community.Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday - from nurses and vet techs to HVAC maintenance and welders, from hospitals to offices and...

  • Senior Admissions Advisor

    4 weeks ago

    Maumee, United States Stautzenberger College-Maumee Full time

    Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday - from nurses and vet techs to HVAC maintenance and welders, from hospitals to offices...

  • Senior Admissions Advisor

    4 weeks ago

    Maumee, United States Stautzenberger College-Maumee Full time

    Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday - from nurses and vet techs to HVAC maintenance and welders, from hospitals to offices...

  • Career Services Advisor

    2 months ago

    Maumee, United States Stautzenberger College-Maumee Full time

    ***Please pay special attention to the specific (email) submission instructions below*** Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday...

  • Career Services Advisor

    2 months ago

    Maumee, United States Stautzenberger College-Maumee Full time

    ***Please pay special attention to the specific (email) submission instructions below*** Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday...

  • Career Services Advisor

    4 weeks ago

    Maumee, United States Stautzenberger College-Maumee Full time

    Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday - from nurses and vet techs to HVAC maintenance and welders, from hospitals to offices...

  • Career Services Advisor

    4 weeks ago

    Maumee, United States Stautzenberger College-Maumee Full time

    Help us define our next century of impact on our community. Look around Ohio, Southern Michigan, Western Pennsylvania and everywhere in the midwest. You’ll find Stautzenberger College graduates doing the hands-on, real work that drives our communities forward everyday - from nurses and vet techs to HVAC maintenance and welders, from hospitals to offices...

  • Planning Analyst

    2 months ago

    Maumee, United States Hantz Group Full time

    Job DescriptionJob DescriptionPlanning Analyst InternHantz 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...

  • Senior Tax Planning Specialist

    3 days ago

    Maumee, Ohio, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Senior Tax Planning Specialist, you will be part of a team that delivers expert tax planning and strategy to help clients achieve their financial goals.Key Responsibilities:Analyze tax liability and develop strategies to...

  • Senior Tax Planning Specialist

    3 days ago

    Maumee, Ohio, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Senior Tax Planning Specialist, you will be part of a team that delivers expert tax planning and strategy to help clients achieve their financial goals.Key Responsibilities:Analyze tax liability and develop strategies to...

  • Wealth Management Associate I

    2 weeks ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewTFO Wealth Partners is on the lookout for a Wealth Management Associate. This role will report directly to a Wealth Management Strategist._______________________________________________________________________________________________________________POSITION SUMMARY: A Wealth Management Associate thrives in collaborating with seasoned Wealth...

  • Lead Tax Strategy Consultant

    2 weeks ago

    Maumee, Ohio, United States Hantz Group Full time

    Lead Tax Strategy ConsultantHantz Group is a Michigan-based financial services firm dedicated to offering customized financial solutions to both individuals and enterprises, aimed at helping them realize their financial aspirations. With a robust portfolio exceeding $11B in assets under management, a network of over 20 offices, and a team of more than 600...

  • Academic Support Consultant

    1 week ago

    Maumee, Ohio, United States Stautzenberger College-Maumee Full time

    Join us in shaping the future of education.At Stautzenberger College, we are dedicated to empowering our graduates to make a significant impact in their communities. Our alumni span various professions, including healthcare, technical trades, and more, demonstrating our commitment to providing quality education that meets the needs of today and...

  • Tax Intern

    1 month ago

    Maumee, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax InternHantz 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...

  • Senior Tax Specialist

    2 months ago

    Maumee, United States Hantz Group Full time

    Job DescriptionJob DescriptionSenior Tax Planning SpecialistHantz 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...