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As an Advanced Tax Planner at Hantz Group, you will analyze tax liability, prepare tax projections and returns, and develop financial strategies alongside Financial Advisors to minimize client tax liabilities. Your role includes managing a client base and delivering presentations, while ensuring compliance with industry regulations and representing clients before tax authorities.
As an Advanced Tax Planning Specialist, you will analyze tax liability, prepare tax projections and returns, and collaborate with financial advisors to develop strategies for reducing client tax liabilities. You will also deliver presentations, market tax plans, and represent clients before the IRS and state departments.
The Financial Advisor at Hantz Group will develop and maintain a client base, analyze investment opportunities, recommend strategies, and prepare presentations. Advisors will collaborate with experts in finance and comply with regulations while growing their practice with ongoing support.
As a Senior Tax Planning Specialist, you will analyze tax liabilities, prepare projections and tax returns, and collaborate with Financial Advisors to develop strategies that minimize tax obligations for clients. You will engage with clients, present information, and ensure compliance with industry regulations, while maintaining a holistic approach to client service.
The Senior Tax Specialist will analyze tax liability, prepare tax projections, file tax returns, and deliver presentations. They will work collaboratively with financial advisors to reduce clients' tax liabilities and market suitable tax plans, while ensuring compliance with industry regulations.
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.
Hantz Group is seeking a Financial Advisor to help individuals and businesses achieve their financial goals through a holistic approach to financial planning. Responsibilities include developing and maintaining a client base, analyzing investment opportunities, and complying with industry regulations. Benefits include health/dental/vision insurance, paid time off, and 401K.
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.
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.
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