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Financial Services Professional

2 months ago

Romeo, United States Hantz Group Full time
Job Summary

Hantz Group, a leading financial services company, is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Client Acquisition and Retention: Develop and maintain a strong client base, identifying new business opportunities and building long-term relationships with existing clients.
  • Financial Planning and Analysis: Analyze clients' financial situations, providing personalized recommendations for investment opportunities, tax strategies, and estate planning.
  • Investment Management: Market and sell investment products, ensuring that clients' portfolios are aligned with their financial goals and risk tolerance.
  • Communication and Presentation: Prepare and deliver presentations to clients and prospective clients, effectively communicating complex financial concepts and strategies.
  • Industry Knowledge and Compliance: Stay up-to-date with industry regulations and best practices, ensuring compliance with all relevant laws and regulations.
Requirements
  • Education and Experience: Bachelor's degree or equivalent experience in a related field, such as finance, accounting, or business.
  • Skills and Qualifications: Strong written and verbal communication skills, ability to work well under pressure, and leadership qualities.
  • Licenses and Certifications: Must obtain required licenses, including FINRA Securities Industry Essentials, FINRA Series 7, and FINRA Series 66.
Benefits
  • Competitive Compensation and Benefits: Health, dental, and vision insurance, paid time off, 401(k), and flexible spending accounts.
  • Professional Development Opportunities: Ongoing support and training to help you build your practice and advance your career.

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.