Hantz Group · 4 months ago
Financial Advisor
Maumee, OH
Full-time
Onsite
Entry, Mid LevelHantz Group is a Michigan-based financial company that helps individuals and businesses achieve their financial goals. As a Financial Advisor, you will develop and maintain a client base while analyzing investment opportunities and recommending appropriate strategies in a collaborative environment.
CrowdfundingFinanceFinancial Services
Responsibilities
Develop and Maintain Client Base
Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
Market and Sell Appropriate Investment Products
Prepare and Deliver Presentations to Clients and Prospective Clients
Attend Meetings and Continuing Education Sessions
Comply with All Industry Rules and Regulations
All Other Task Assigned
Qualification
Required
Bachelor's Degree or Equivalent Experience
Strong Written and Verbal Communication Skills
Must be Highly Motivated
Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
Possess Leadership Qualities and an Entrepreneurial Spirit
Must Have a Strong Work Ethic
Must be Able to Obtain Required Licenses
FINRA Securities Industry Essentials
FINRA Series 7
FINRA Series 66
State Life, Accident & Health
Variable Contracts
State Property & Casualty
Benefits
Health/Dental/Vision Insurance
Paid Time Off
401K
Vol LTD
Vol Life
Flexible Spending
Company
Hantz Group
Hantz Group is a financial services company offering financial and investment services.
Founded in 1997
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Hantz
Founder
Recent News
2024-12-24
Company data provided by crunchbase