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7 Days Ago
Romeo, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
Financial Advisor role at Hantz Group, a Michigan-based financial company offering holistic financial planning services to individuals and businesses. Responsibilities include developing and maintaining a client base, analyzing investment opportunities, marketing investment products, preparing presentations, and complying with industry regulations. Bachelor's degree or equivalent experience is required, along with strong communication skills and motivation. Benefits include health/dental/vision insurance, 401K, and more. Licenses such as FINRA Series 7 and State Life, Accident & Health are required and can be sponsored by HFSI.
7 Days Ago
Okemos, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
Financial Advisor role at Hantz Group, a Michigan-based financial company focusing on asset management, financial planning, insurance, tax strategy, estate planning, and more. Responsibilities include developing client base, analyzing investment opportunities, selling investment products, delivering presentations, attending meetings, and ensuring compliance with industry rules. Bachelor's degree or equivalent experience required. Strong communication skills and motivation are essential. Benefits include health/dental/vision insurance, paid time off, 401K, and more. Multiple office locations in Michigan and northern Ohio.
7 Days Ago
Bay City, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
As a Financial Advisor at Hantz Group, you'll develop and maintain a client base, analyze investment opportunities, recommend strategies, market investment products, deliver presentations, and ensure compliance with industry regulations. Continuous support will be provided to enhance your practice in this holistic, team-oriented financial advisory role.
7 Days Ago
Clinton Township, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
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.
7 Days Ago
Ann Arbor, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
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.
7 Days Ago
Davison, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
Financial Advisor position at Hantz Group, a Michigan-based financial company offering holistic financial planning services. Responsibilities include developing client base, analyzing investment opportunities, recommending strategies, selling investment products, and complying with industry regulations. Benefits include health insurance, paid time off, and 401K. Bachelor's degree or equivalent experience required with strong communication skills and motivation. Licenses required include FINRA Series 7, Series 66, state life and health, variable contracts, and property and casualty. Hantz Group does not discriminate in employment opportunities. Multiple office locations in Michigan and northern Ohio.
7 Days Ago
Midland, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
As a Tax Associate, you will analyze tax liabilities, prepare tax projections and returns, and collaborate with CPAs and Financial Advisors. The role is designed for entry-level professionals looking to grow in tax accounting within a Family Office environment, ensuring compliance and delivering superior client outcomes.
7 Days Ago
Midland, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
As a Financial Planning Assistant, you will support Financial Advisors by booking appointments, preparing meeting materials, communicating with clients and internal teams, and assisting with client services and business opportunities. The role offers growth potential into licensing and advisor positions.
7 Days Ago
Independence, OH, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
As a Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, and deliver client presentations. Collaborating with Financial Advisors, you'll develop strategies to reduce clients' tax liabilities while ensuring compliance with all regulations.
7 Days Ago
Midland, MI, USA
480 Employees
5-7 Years of Experience
480 Employees
5-7 Years of Experience
Financial Services
The Senior Tax Specialist will analyze tax liabilities, prepare tax projections and returns, develop client relationships, and create tax strategies in collaboration with financial advisors. This role requires strong communication skills and the ability to manage multiple clients effectively while ensuring compliance with industry regulations.
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