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Financial Advisor position at Hantz Group, a Michigan-based financial company offering holistic financial planning services. Responsibilities include developing client base, analyzing investment opportunities, recommending strategies, selling investment products, and complying with industry regulations. Benefits include health insurance, paid time off, and 401K. Bachelor's degree or equivalent experience required with strong communication skills and motivation. Licenses required include FINRA Series 7, Series 66, state life and health, variable contracts, and property and casualty. Hantz Group does not discriminate in employment opportunities. Multiple office locations in Michigan and northern Ohio.
As a Financial Advisor at Hantz Group, you'll develop and maintain a client base, analyze investment opportunities, recommend strategies, market investment products, deliver presentations, and ensure compliance with industry regulations. Continuous support will be provided to enhance your practice in this holistic, team-oriented financial advisory role.
As a Tax Associate, you will analyze tax liabilities, prepare tax projections and returns, and collaborate with CPAs and Financial Advisors. The role is designed for entry-level professionals looking to grow in tax accounting within a Family Office environment, ensuring compliance and delivering superior client outcomes.
As a Financial Planning Assistant, you will support Financial Advisors by booking appointments, preparing meeting materials, communicating with clients and internal teams, and assisting with client services and business opportunities. The role offers growth potential into licensing and advisor positions.
The Senior Tax Specialist will analyze tax liabilities, prepare tax projections and returns, develop client relationships, and create tax strategies in collaboration with financial advisors. This role requires strong communication skills and the ability to manage multiple clients effectively while ensuring compliance with industry regulations.
As an Advanced Tax Planner, you will analyze tax liability, prepare tax projections and returns, and develop strategies to reduce clients' tax burdens. You will work alongside Financial Advisors, collaborate with specialists, and represent clients before tax authorities, ensuring compliance with industry regulations.
As an Advanced Tax Planning Specialist at Hantz Group, you will analyze tax liability, prepare tax projections and returns, deliver presentations to clients, develop financial strategies, and represent clients in front of tax authorities. This role requires strong leadership qualities, a Bachelor's degree in Accounting or Finance, 6+ years of relevant experience, and active licenses (Enrolled Agent or Certified Public Accountant)
Senior Tax Specialist at Hantz Group, a financial company in Michigan, responsible for tax planning and strategy, analyzing tax liability, preparing tax projections and returns, presenting to clients, and developing and maintaining client relationships.
As a Tax Planning Specialist at Hantz Group, you will analyze tax liability, prepare tax projections and returns, deliver presentations to clients, collaborate with financial advisors, and ensure compliance with industry regulations. You will work to minimize clients' tax liability and provide tailored financial strategies.
The Financial Planning Assistant at Hantz Group works with Financial Advisors and Specialists to provide holistic financial planning services to clients. Responsibilities include appointment booking, client communication, and business coordination. Education requirements include a High School Diploma/GED, strong communication and organizational skills, and proficiency in Microsoft Office. Benefits include health/dental/vision insurance, paid time off, and 401K. Licenses required include FINRA Series 7 and 66, State Life, Accident & Health, and State Property & Casualty. HFSI sponsors and pays for all required licensing.
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