Financial Advisor

Financial Advisor 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

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.

• 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 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, Vol LTD, Vol 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.