Search the 63 jobs at Hantz Group

Work as part of the tax team to complete tax projections and prepare returns for clients. Responsibilities include analyzing tax liability, preparing tax projections, meeting assigned goals, attending meetings and trainings, working with the tax team, and ensuring compliance with industry regulations.

Assist a department or executive with booking appointments, data entry, managing calendar, meeting prep, and coordinating business meetings. Ensure compliance with industry regulations and perform other assigned tasks.

The Receptionist / Office Administrator at Hantz Group is responsible for answering phones, greeting clients, preparing mail, and various administrative tasks to support the office operations.

Work as part of the tax team to complete tax projections and prepare returns for clients.

Hantz Group is seeking a Financial Consultant to develop and maintain a client base, analyze investment opportunities, recommend strategies, market and sell investment products, and deliver presentations to clients. The successful candidate must have strong written and verbal communication skills, be highly motivated, able to work well under pressure, possess leadership qualities, and have a strong work ethic. A bachelor's degree or equivalent experience is required, and the candidate must be able to obtain the required licenses.

As a Planning Analyst at Hantz Group, you will work closely with Financial Advisors to gain hands-on experience in the financial services industry. Your responsibilities will include booking appointments, participating in meeting prep, assisting with client services, coordinating meetings with advisors and other teams, and complying with industry regulations. This position requires strong oral and written communication skills, effective time management, attention to detail, and proficiency in Microsoft Office. It is an entry-level role suitable for individuals pursuing a career in financial services.

Assist in booking appointments, prepare quotes, assist with client services, coordinate meetings, market to companies, comply with industry regulations

The Financial Planning Assistant at Hantz Group will assist in booking appointments for advisors, prepare quote sheets, market for insurance opportunities, and provide support to advisors and other teams. The role requires strong communication and organizational skills, proficiency in Microsoft Office, and basic database skills. A high school diploma or GED is required.

As a Planning Analyst at Hantz Group, you will assist Financial Advisors in tax planning and insurance services. This entry-level position offers flexible working hours and opportunities for professional growth. Proficiency in Microsoft Office and strong communication skills are required.

The Financial Planning Assistant will assist in booking appointments for advisors, prepare quote sheets for meetings, assist with client services, and coordinate business meetings. Strong communication and organizational skills are required, along with basic database skills and proficiency in Microsoft Office. A high school diploma/GED is the minimum education requirement.

Develop and maintain client base, analyze investment opportunities and client needs, recommend appropriate strategies, market and sell investment products, prepare and deliver presentations to clients, attend meetings and continuing education sessions, comply with industry rules and regulations.

As a Planning Analyst at Hantz Group, you will work in the Family Office and assist Financial Advisors with client services, meeting prep, and business coordination. This position offers opportunities for growth through acquiring FINRA Securities Licenses. The ideal candidate is pursuing a Bachelor's Degree, has strong communication and analytical skills, and is proficient in Microsoft Office.

Assist in booking appointments, participate in meeting prep, assist advisors with client services, coordinate business and meetings with advisors, tax team, and estate planners. Opportunities for growth through acquiring FINRA Securities Licenses available.

Develop and maintain client base, analyze investment opportunities, recommend appropriate strategies, market and sell investment products, prepare and deliver presentations, attend meetings and continuing education sessions, comply with industry regulations.

Develop and maintain client base, analyze investment opportunities and client needs, market and sell investment products, prepare and deliver presentations to clients, comply with industry regulations, and perform other assigned tasks.

Assist in booking appointments for advisors, prepare quote sheets, assist with client services, coordinate meetings, comply with industry regulations.

As a Senior Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability.

The Senior Tax Planning Specialist at Hantz Group is responsible for analyzing tax liability, preparing tax projections and returns, delivering presentations to clients, developing and maintaining a client base, and ensuring compliance with industry regulations. This role requires 3+ years of experience in preparing and reviewing tax returns and strong leadership qualities.

As a Senior Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.

As a Senior Tax Planning Specialist at Hantz Group, you will work with Financial Advisors to develop financial strategies and reduce clients' tax liability. You will analyze tax liability, prepare projections and returns, deliver presentations, develop and maintain a client base, and market and sell tax plans. Strong communication, leadership, and time management skills are essential for success in this role.