Financial Planner
1 month ago
Key Responsibilities:
- Build and maintain strong relationships with clients to understand their financial needs and goals
- Analyze investment opportunities and recommend appropriate strategies to clients
- Market and sell investment products to clients
- Prepare and deliver presentations to clients and prospective clients
- Stay up-to-date with industry developments and regulatory requirements
Requirements:
- Bachelor's degree or equivalent experience
- Strong written and verbal communication skills
- Ability to work well under pressure with multiple priorities and deadlines
- Possess leadership qualities and an entrepreneurial spirit
- Must have a strong work ethic and be able to obtain required licenses
Benefits:
- Competitive salary and bonus structure
- Health, dental, and vision insurance
- 401(k) plan with company match
- Flexible spending account
- Opportunities for professional growth and development
Why Join Hantz Group?
Hantz Group is a dynamic and growing organization that offers a unique opportunity for financial advisors to build their practice and achieve their career goals. We are committed to providing our clients with exceptional service and support, and we are seeking like-minded individuals to join our team.
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