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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.
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.
The Tax Associate position at Hantz Group involves analyzing tax liability, preparing tax projections, attending meetings, working with the tax team, and ensuring compliance with industry regulations. This role serves as a great entry-level opportunity in tax accounting and offers exposure to various financial services aspects.
Hantz Group is seeking a Financial Advisor to work with individuals and businesses to achieve their financial goals. Responsibilities include developing and maintaining client base, analyzing investment opportunities, and providing holistic financial planning. The role requires strong communication skills, motivation, and ability to work under pressure. Bachelor's degree or equivalent experience is required.
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