Financial Services Professional

7 days ago


Traverse City, 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 clients to understand their financial goals and develop personalized strategies to achieve them.

About the Role:

  • Develop and maintain a strong client base through exceptional customer service and relationship-building skills.
  • Analyze client needs and recommend tailored investment strategies to meet their financial objectives.
  • Market and sell investment products to clients, ensuring they are aligned with their financial goals.
  • Prepare and deliver presentations to clients and prospects, showcasing your expertise and building trust.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance and best practices.

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 passion for delivering exceptional client outcomes.
  • Ability to work well under pressure, managing multiple priorities and deadlines.
  • Leadership qualities and an entrepreneurial spirit, with a desire to grow and develop your career.

What We Offer:

  • A competitive salary and bonus structure, with opportunities for career advancement.
  • A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan.
  • Ongoing training and professional development opportunities, to ensure you stay up-to-date with industry trends and best practices.

About Hantz Group:

Hantz Group is a Michigan-based financial services company, with a strong reputation for delivering exceptional client outcomes. We offer a range of services, including asset management, financial planning, and retirement planning, to help individuals and businesses achieve their financial goals.

How to Apply:

If you are a motivated and experienced financial services professional, looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information].



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