Financial Planner

1 month ago


Ann Arbor, Michigan, United States Hantz Group Full time
Job Overview

Hantz Group is a leading financial services company that provides comprehensive wealth management solutions to individuals and businesses. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies, financial planning, and wealth management.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Analyze investment opportunities and recommend suitable strategies to clients
  • Market and sell investment products to clients
  • Prepare and deliver presentations to clients and prospects
  • 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 and meet deadlines
  • Leadership qualities and entrepreneurial spirit
  • Strong work ethic and ability to obtain required licenses
Benefits
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) plan with company match
  • Flexible spending account
  • Opportunities for professional growth and development

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.


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