Financial Planning Specialist

1 month ago


Marquette, Michigan, United States Hantz Group Full time
Job OverviewAs a Financial Planning Specialist at Hantz Group, you will play a crucial role in helping individuals and businesses achieve their financial goals. Our team of experts provides a comprehensive range of services, including asset management, financial planning, and retirement strategies. We are committed to delivering exceptional results and building long-term relationships with our clients.

Key Responsibilities:
  • Develop and maintain a client base through proactive marketing and sales efforts
  • Analyze investment opportunities and client needs, and recommend appropriate strategies
  • Prepare and deliver presentations to clients and prospective clients
  • Attend meetings and continuing education sessions to stay up-to-date on industry developments
  • Comply with all industry rules and regulations
Requirements:
  • Bachelor's degree or equivalent experience
  • Strong written and verbal communication skills
  • Highly motivated and able to work well under pressure
  • Leadership qualities and an entrepreneurial spirit
  • Strong work ethic and ability to obtain required licenses
Benefits:
  • Health, dental, and vision insurance
  • Paid time off and 401(k) plan
  • Flexible spending account and voluntary life insurance
Why Join Hantz Group?We are a growing organization with multiple offices throughout Michigan and northern Ohio. We offer a dynamic and supportive work environment, and we are committed to helping our employees achieve their career goals. If you are a motivated and results-driven individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.

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