Job Description
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
*Banking & Cash Management
*Estate Planning
*Financial Planning & Retirement
*Tax Strategy and Planning
*Debt (Commercial and Consumer Lending)
*Property & Casualty Insurance (Personal & Business)
Essential Job Functions:
· 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
Education/Knowledge & Skills:
· 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(*)
(*) Required Licenses- FINRA Series 7(**), FINRA Series 66(**), State Life, Accident & Health, Variable Contracts, State Property & Casualty
(**) The FINRA Series 7 and Series 66 licenses generally must be obtained prior to starting full time employment with Hantz Financial Services (HFS). HFS will sponsor and pay for all required licensing on a loan basis. The loan will be forgiven after one year of full time employment. Hours accumulated in an internship will not be counted toward the full time requirement.
Insurance products offered through Hantz Agency, LLC, PLUS Agency, LLC, Hantz Commercial Insurance Agency, LLC. Investment products offered through Hantz Financial Services, Inc.* Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate, and are not FDIC Insured.
*Member FINRA/SIPC. Information about SIPC and the SIPC brochure may be obtained by contacting
SIPC at (202) 371-8300 or on their website at
** Legal services provided by outside counsel.
*** Tax planning services provided by Hantz Tax & Business, LLC,
Hantz Group’s headquarters is located in Southfield, Michigan. We maintain additional offices serving communities in Northern Michigan, Mid-Michigan, the Capital area, Metro Detroit, Southern Michigan, and the Toledo and Cleveland markets.
THIS POSITIONS IS AVAILABLE AT OUR OFFICES THROUGHOUT MICHIGAN AND NORTHERN OHIO
Powered by JazzHR
TFzhvGlGkw
ClinDCast is looking for Epic Beaker Analyst Role Someone who has experience in both Beaker AP and CP Must have Beaker certification in CP and/or AP Billing lead in at least one full Beaker implementation and billing experience with at least 2 other Beaker implementations...
...and we need great people to join our team. The Primary Care Physician, IntuneHealth demonstrates accountability for outcomes, strong... ...mail, and presentation software. Ability and willingness to travel locally within are, regionally and nationwide as needed up to 2...
...* At least 21 years of age *A Valid U.S. drivers license** An Android or Apple smart-phone * Your own vehicle ( No specific catering van/vehicle required ) Ability to carry catering bags * Availability between 10am-2pm daily, though we do deliver during both the...
Our client is an established asset management firm with their office located in Midtown, Manhattan. They are seeking a Receptionist to manage their front-desk office space, Monday-Friday, greeting visitors and assisting with administrative duties.Responsibilities:~Provide...
Pizza Hut Restaurant General Manager - Grow your career while making your customers and employees feel like family with smiles, teamwork, and dedication.If you are an experienced leader, it is time to start a career with us. You know who you are - a natural leader, you...