Financial Services Professional

4 days ago


Mount Pleasant, Michigan, United States Hantz Group Full time
Job Opportunity

Hantz Group, a leading financial services company, is seeking a highly motivated and experienced Financial Services Professional to join our team. As a key member of our team, you will work closely with our clients to provide comprehensive financial planning and investment advice.

About the Role

The ideal candidate will have a strong background in financial planning, investment management, and wealth management. You will be responsible for analyzing client needs, developing and implementing personalized financial plans, and providing ongoing support and guidance to ensure our clients achieve their financial goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Analyze investment opportunities and recommend appropriate strategies to meet client objectives
  • Market and sell investment products to clients, ensuring they are aligned with their financial goals and risk tolerance
  • Prepare and deliver presentations to clients and prospective clients to educate them on investment opportunities and financial planning strategies
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and provide expert advice to clients
Requirements
  • Bachelor's degree or equivalent experience in a related field
  • Strong written and verbal communication skills, with the ability to articulate complex financial concepts to clients
  • Highly motivated and results-driven, with a strong work ethic and ability to work well under pressure
  • Leadership qualities and an entrepreneurial spirit, with a passion for delivering exceptional client service
What We Offer
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) plan with company match
  • Opportunities for professional growth and development

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and experienced financial services professional looking for a new challenge, please submit your application.


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