Wealth Management Advisor

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at TFO Wealth Partners.The ideal candidate will have a strong understanding of investment principles, financial planning tools, and excellent communication skills.The salary for this position is estimated to be around $55,000 - $65,000 per year,...

About the RoleThe Wealth Planning Consultant will play a critical role in helping our clients achieve their long-term financial goals. This includes developing personalized plans, providing ongoing support and guidance, and working closely with our clients to monitor their progress. The ideal candidate will possess strong analytical and problem-solving...

Job DescriptionWe are seeking a highly skilled Financial Wellbeing Advisor to join our team at TFO Wealth Partners. As a key member of our retirement plans department, you will be responsible for educating participants on retirement savings and long-term investing strategies. This role requires excellent communication, listening, and consultation skills, as...

ResponsibilitiesClient Support: Provide exceptional support to high net worth clients, including portfolio administration, trading, and financial planning.Team Collaboration: Work collaboratively with senior wealth strategists and relationship managers to develop and implement financial strategies.Professional Development: Pursue ongoing education and...

Job SummaryWe are seeking a highly skilled Financial Planning Consultant to join our team at TFO Wealth Partners. This role is responsible for educating participants on retirement savings and long-term investing strategies.The ideal candidate will have a strong desire to help families connect their wealth and purpose, with the ability to work with clients to...

Company OverviewTFO Wealth Partners is a dynamic and customer-focused service delivery role that requires a strong work ethic, ability to multitask, efficient time management, and a detail-oriented approach.The successful candidate will have advanced understanding of investment principles, financial planning principles and tools, and other investing...

Hantz Group, a prominent financial services company based in Michigan, seeks a talented Financial Advisor to join its team. As a Financial Advisor, you will play a pivotal role in helping individuals and businesses achieve their financial goals.Job OverviewThe ideal candidate will have a strong background in finance, excellent communication skills, and the...

Company OverviewFrontline Managed Services stands as a pioneer in IT, Financial, and Administrative Managed Services for legal and professional service firms. Our dedication to innovation, technology, and efficiency sets us apart in the industry.At Frontline Managed Services, we understand that not everyone comes to us with a wealth of IT experience. That's...

About Frontline Managed Services: We're a pioneer in IT, Financial, and Administrative Managed Services for legal and professional service firms. Our dedication to innovation, technology, and efficiency sets us apart in the industry.We're Looking for Someone with Excellent Communication Skills: As a member of our Service Desk Team, you will be the first...

Job OverviewHantz Group is a reputable Michigan-based financial services company dedicated to assisting individuals and businesses achieve their financial goals. As a dynamic organization with over 20 offices and more than 600 employees, we offer a wide range of services tailored to each client's needs.Estimated Salary: $40,000 - $60,000 per yearAbout the...

Job OpportunityHantz Group, a leading Michigan-based financial company, is seeking a skilled Tax Intern to join our team.We offer a dynamic work environment where you can gain valuable hands-on experience in tax accounting and develop your skills in financial services.The estimated salary for this position is $40,000 - $60,000 per year, depending on...

Job DescriptionJob DescriptionPlanning Analyst 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...

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...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

About Aktion Aktion Associates, Inc. is a national ERP software Reseller in the top 20 of the VAR 100 reseller market, as well as voted top workplace in 2023. We have a high-growth technical environment with a workforce of over 200 professionals. We have a (3) year growth initiative to build our total workforce to 300. The workforce is highly skilled and...

Tax 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 team of professionals that are...

Hantz Group Senior Tax Planning Specialist 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...

DescriptionYark Automotive is looking to expand our Detail Department located on Conant Street in Maumee, no experience necessary. We are willing to train the right individuals for this position. Yark, the best dealership group to work for in Northwest Ohio! We are consistently voted as one of the best employers in the state because we care about our...

Job DescriptionJob DescriptionAdvanced Tax PlannerHantz 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...

Property & Casualty License RequiredFetch Pet Insurance, a tech-enabled pet wellness company, has consistently been an innovative leader in the pet insurance industry, offering the most extensive and all-inclusive pet insurance and health advice.Put simply, Fetch makes vet bills affordable. We offer a comprehensive product that does not have any restrictions...

Property & Casualty License Required Fetch Pet Insurance, a tech-enabled pet wellness company, has consistently been an innovative leader in the pet insurance industry, offering the most extensive and all-inclusive pet insurance and health advice.  Put simply, Fetch makes vet bills affordable. We offer a comprehensive product that does not have any...