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The Experienced Financial Planning Assistant at Hantz Group will work with Financial Advisors to assist in meeting preparation, client communication, and business coordination. Responsibilities include booking appointments, preparing documents, maintaining client relationships, and attending meetings. The role requires a High School Diploma/GED, strong communication and organizational skills, basic database proficiency, and Series 7 licensing is preferred.

As a Financial Advisor at Hantz Group, you will develop and maintain a client base while analyzing investment opportunities and recommending appropriate strategies. Your role includes marketing investment products, preparing presentations, and ensuring compliance with industry regulations. You will work collaboratively with experts across various financial disciplines to deliver holistic advisory services to clients.

The Premier Insurance Specialist acts as a liaison between registered representatives and product providers. Responsibilities include managing communications, ensuring accurate compliance, providing underwriting support, handling service inquiries regarding policies, and assisting in policy placements. The role requires problem-solving skills and proficiency in MS Office while working within a team environment.

Assist Financial Advisors with various tasks including appointment bookings, preparing documents, client services, and business coordination. Must have strong communication and organizational skills. High school diploma/GED required. Opportunity to obtain licenses and grow within the practice.

The Advanced Tax Planner at Hantz Group is responsible for analyzing tax liability, preparing tax projections, filing tax returns, developing financial strategies, and reducing clients' tax liability. They must have strong leadership qualities, communication skills, and relevant experience in tax preparation. A Bachelor's degree in Accounting, Finance, or a related field is required, along with an active Enrolled Agent or Certified Public Accountant license.

The Advanced Tax Planner at Hantz Group will work with Financial Advisors to develop financial strategies and reduce clients' tax liabilities. Responsibilities include analyzing tax liability, preparing tax projections, filing tax returns, and presenting to clients. The role requires strong communication skills, a Bachelor's degree in Accounting or Finance, and 6+ years of relevant experience.

The Senior Tax Planning Specialist at Hantz Group is responsible for analyzing tax liability, preparing tax projections, filing tax returns, delivering presentations, developing client base, and ensuring compliance with industry regulations. They collaborate with Financial Advisors to reduce client tax liability and provide holistic financial strategies.