Financial Advisor

Hantz Group•Romeo, MI

About The Position

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 team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Areas of Focus: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Estate Planning Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients.

Requirements

Bachelor’s Degree or Equivalent Experience
Strong Written and Verbal Communication Skills
Must be Highly Motivated
Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
Possess Leadership Qualities and an Entrepreneurial Spirit
Must Have a Strong Work Ethic
Must be Able to Obtain Required Licenses
FINRA Securities Industry Essentials
FINRA Series 7
FINRA Series 66
State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

Responsibilities

Develop and Maintain Client Base
Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
Market and Sell Appropriate Investment Products
Prepare and Deliver Presentations to Clients and Prospective Clients
Attend Meetings and Continuing Education Sessions
Comply with All Industry Rules and Regulations
All Other Task Assigned