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Financial Consultant. Ann Arbor LilyLifestyle

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-06-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Financial Consultant. Job in Ann Arbor Lily Lifestyle Jobs

Financial Consultant

The Hantz Group is a distinguished financial company that partners with individuals and businesses to help achieve their financial goals. As a Family Office managing over $11B in assets with more than 20 offices and 600 employees, we provide a wide range of tailored services to meet the specific needs of each client. Our holistic approach is designed to alleviate stress and save time, allowing our clients to concentrate on what truly matters to them and 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

At Hantz Group, we understand that every aspect of a financial situation is interconnected, which is why we offer a comprehensive approach to financial planning. Our Financial Planning services are foundational to our holistic strategy.

Whether you're at the beginning of your career or an established financial professional, Hantz Group provides continuous support to help you grow your practice. As a Financial Consultant, you will collaborate with experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance, and retirement to deliver holistic and effective advisory services to our clients.

Essential Job Functions
  • Build and Maintain a Robust Client Base
  • Evaluate Investment Opportunities and Client Needs, Recommending Tailored Strategies
  • Market and Promote Suitable Investment Products Create and Present Compelling Presentations to Clients and Prospects
  • Participate in Meetings and Ongoing Education Sessions
  • Adhere to All Industry Rules and Regulations
  • Other Responsibilities as Assigned
Education/Knowledge & Skills
  • Bachelor's Degree or Equivalent Experience
  • Exceptional Written and Verbal Communication Skills
  • Highly Motivated Individual
  • Ability to Perform Effectively Under Pressure with Multiple Priorities and Deadlines
  • Demonstrated Leadership Qualities and Entrepreneurial Spirit
  • Strong Work Ethic Required
  • Must Obtain Necessary Licenses
Benefits
  • Health, Dental, and Vision Insurance, Paid Time Off, 401K, Voluntary Long-Term Disability Insurance, and Life Insurance, Flexible Spending
  • Eligibility Requirements May Vary

Required Licenses: FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty. Hantz Group will sponsor and cover costs for all required licensing on a loan basis.

The Company is committed to equal employment opportunities and practices, ensuring no discrimination based on race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other legally protected characteristic.

As a growing organization, Hantz Group offers numerous opportunities across our multiple offices. Interested candidates are encouraged to apply to only one location. Further discussions on other available positions can occur if we extend an interview invitation.

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