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As a Financial Advisor at Hantz Group, you'll develop and maintain a client base, analyze investment opportunities, recommend strategies, market financial products, deliver presentations, and comply with industry regulations. You'll collaborate with investment management and insurance experts to provide holistic financial planning for clients.
As a Financial Advisor at Hantz Group, you will develop and maintain a client base, analyze investment opportunities, market investment products, deliver presentations, and ensure compliance with industry regulations while collaborating with specialists to provide comprehensive financial services.
The Financial Advisor at Hantz Group is responsible for developing and maintaining a client base, analyzing investment opportunities and client needs, recommending appropriate strategies, and delivering holistic financial advisory services. Strong communication skills, motivation, ability to work under pressure, and leadership qualities are essential for this role.
Financial Advisor role with Hantz Group, a Michigan-based financial company specializing in holistic financial planning and management. Responsibilities include developing client base, analyzing investment opportunities, marketing products, delivering presentations, and ensuring compliance with industry regulations. Bachelor's degree or equivalent experience required. Strong communication skills, motivation, leadership qualities, and work ethic essential. Benefits include health, dental, vision insurance, paid time off, and 401K. Licenses required: FINRA Series 7, Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty.
As a Financial Advisor, you will develop and maintain a client base, analyze investment opportunities, market investment products, prepare client presentations, and ensure compliance with industry regulations. You will work with a team of experts to provide holistic financial advisory services.
As an Advanced Tax Planning Specialist, you will analyze tax liability, prepare projections and returns, collaborate with Financial Advisors, and market tax plans to clients, while ensuring compliance with regulations and representing clients in front of tax authorities.
As a Senior Tax Planning Specialist, you will analyze tax liabilities, prepare projections and returns, and develop strategies to minimize client taxes. Collaborating closely with Financial Advisors, you'll ensure compliance with regulations and deliver presentations to clients while managing multiple priorities and maintaining a growing client base.
As a Tax Planning Specialist, you will analyze tax liability, prepare tax projections and returns, and collaborate with Financial Advisors to develop strategies to minimize clients' tax liabilities. You will also market tax plans, maintain a client base, and ensure compliance with IRS regulations.
As a Tax Associate at Hantz Group, you will analyze tax liability, prepare tax projections, collaborate with tax specialists, and comply with industry regulations while working closely with CPAs, Accountants, and Financial Advisors to assist clients in achieving financial goals.
The Office Administrator is responsible for answering phones, greeting clients, maintaining client relations, handling mail, entering business transactions, and ordering supplies. They perform various administrative tasks as assigned by the management to ensure the smooth operation of the office.
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