FULL_TIME

FEED

YEAR

As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.  Areas of Focus:<ul><li style="margin-bottom:11px">Asset Management</li><li style="margin-bottom:11px">Financial Planning and Retirement</li></ul><ul><li style="margin-bottom:11px">Insurance</li><li style="margin-bottom:11px">Tax Strategy and Planning</li><li style="margin-bottom:11px">Cash Flow Analysis </li><li style="margin-bottom:11px">Debt Strategies</li><li style="margin-bottom:11px">Estate Planning</li><li style="margin-bottom:11px">Property and Casualty Insurance</li></ul> The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.  Financial Planning is the core of our holistic approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. Essential Job Functions:<ul><li style="margin-bottom:11px">Develop and Maintain Client Base</li><li style="margin-bottom:11px">Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies</li><li style="margin-bottom:11px">Market and Sell Appropriate Investment Products</li><li style="margin-bottom:11px">Prepare and Deliver Presentations to Clients and Prospective Clients</li><li style="margin-bottom:11px">Attend Meetings and Continuing Education Sessions</li><li style="margin-bottom:11px">Comply with All Industry Rules and Regulations</li><li style="margin-bottom:11px">All Other Task Assigned</li></ul> Education/Knowledge & Skills:<ul><li style="margin-bottom:11px">Bachelor’s Degree or Equivalent Experience</li><li style="margin-bottom:11px">Strong Written and Verbal Communication Skills</li><li style="margin-bottom:11px">Must be Highly Motivated</li><li style="margin-bottom:11px">Ability to Work Well Under Pressure with Multiple Priorities and Deadlines</li><li style="margin-bottom:11px">Possess Leadership Qualities and an Entrepreneurial Spirit</li><li style="margin-bottom:11px">Must Have a Strong Work Ethic</li><li style="margin-bottom:11px">Must be Able to Obtain Required Licenses*</li></ul> Benefits:<ul><li style="margin-bottom:11px">Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending<ul style="list-style-type:circle"><li style="margin-bottom:11px">Eligibility Requirements Vary</li></ul></li></ul> *Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one location. Any other opportunities or positions can be discussed should we extend an invitation for an interview.  Powered by JazzHR

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Areas of focus:

 Asset Management
 Insurance (Life and Health)
 Tax Strategy and Planning
 Estate Planning
 Financial Planning and Retirement
 Property and Casualty Insurance (Personal and Business)
 Debt (Commercial and Consumer Lending)
 Banking and Cash Management

What’s a Family Office?

Family Offices were originally created by ultra-wealthy families to manage all of their needs, mainly financial and legal. An in-house team of professionals worked together to safeguard a family’s net worth and coordinate business and personal activities. Hantz Group has modernized this business model and uses their team of experts, coordinated by a Family Office Liaison-Financial Consultant, to manage client’s needs across multiple disciplines.

Hantz Group

Financial Advisor

Asset Management

Cash Flow Projection

Communication Skills

Develop and Maintain Customers

Estate Planning

Finance

Financial Planning

Insurance

Investment Analysis

Investment Management

Life Insurance

Mortgage Lending

Multitasking

Presentation/Verbal Skills

Property and Casualty Insurance

Regulations

Retirement Planning

Sales

Sales Prospecting

Strategic Planning

Tax Planning

Time Management

Writing Skills

partner JazzHR

UNKNOWN

OTHER

Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery. The Financial Advisor will play a key role in proactively taking care of current and future clients to assist them with their long-term financial goals.

Black Walnut Wealth Management is seeking a Financial Advisor for our financial planning and investment advisory firm in Traverse City, MI.  We take a coordinated approach to wealth management, helping clients with investment, tax and estate planning primarily for individuals nearing retirement or retired. We aim to manage the complexities of our clients' finances providing peace of mind.  Find out more about the firm at <a href="https://blackwalnutwm.com/" rel="nofollow">blackwalnutwm.com</a>.We are seeking a Financial Advisor who is passionate about helping others achieve their financial goals. The Financial Advisor will play a key role in proactively taking care of current and future clients to assist them with their long-term financial goals.  We provide independent, objective, and unbiased financial counseling to our clients and this position is critical in helping us best serve them. Benefits:<ul><li>Starting salary of $80,000 – $110,000 based on experience and credentials</li><li>401(k) with 3% company match</li><li>Health insurance</li><li>Company paid long-term disability insurance</li><li>Mentorship and learning opportunities</li><li>Great working environment with professional growth opportunities</li><li>15 PTO days in the first year and 8 paid holidays off</li></ul>Primary Responsibilities:<ul><li>Prepare financial plans for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client's personal and financial goals.</li><li>Lead client meetings with the plan to take over client relationships over time</li><li>Provide support for the financial planning needs of the firm's clients (managing partner and own).</li><li>Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards.</li><li>Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery.</li><li>Cultivate and maintain strong relationships with clients.</li><li>Identify opportunities for client growth and new business.</li><li>Execute trades and portfolio rebalancing for client accounts</li></ul>Qualifications:<ul><li>3 years of experience in financial services</li><li>Certified Financial Planner (CFP) designation</li><li>A strong desire to work in an ensemble group.</li><li>Ability to learn new concepts and software packages</li><li>Independently motivated, have excellent communication skills, and have a strong work ethic</li><li>Ability to identify, meet, and follow through with client's needs and requirements</li><li>Must interact effectively with office staff and be a goal-oriented team player</li><li>Strong attention to detail</li><li>Experience with our software is not required but would be a plus: Wealthscape, Advyzon, Right Capital, Holistiplan, Morningstar</li></ul>Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.We are an Equal Opportunity Employer.

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