Financial Advisor

Financial Advisor

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 managing over $11B+ of assets, operating across 20+ offices with more than 600 employees. We deliver a team of experts in their specific disciplines, collaborating to coordinate superior outcomes for our clients and reduce stress so that they can focus on what’s most important for their families.

• Asset Management
• Financial Planning and Retirement
• Insurance
• Tax Strategy and Planning
• Cash Flow Analysis
• Debt Strategies
• Estate Planning
• Property and Casualty Insurance

Hantz Group recognizes that each area of one’s financial situation impacts the other, and our holistic approach places financial planning at the core of our advisory services.

Whether you are just starting your career or are an experienced advisor, Hantz Group offers ongoing support 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 clients with comprehensive, holistic advisory.

• 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
• Complete all other tasks assigned

• 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*

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Voluntary LTD, Voluntary Life, Flexible Spending (Eligibility requirements vary)

• 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.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

As a growing organization, Hantz Group has many opportunities within our multiple offices throughout the state of Michigan and northern Ohio. Please apply to only one position; other opportunities can be discussed if we extend an interview invitation.