Top 35 Financial advisor Jobs in Adrian, Mi

Financial Advisor
Hantz Group —Tecumseh, MI
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Private Client Banker
KeyBank National Association —Saline, MI
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
11d
J.P. Morgan Wealth Management - Private Client Advisor - Toledo, Ohio
JPMorganChase —Toledo, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Planning Assistant
Winovich Wealth Partners —Toledo, OH
- $65,000 - $100,000 a year
- Part-time
- Hybrid work
- Microsoft Outlook
- Research
- Financial services
- Health insurance
- Dental insurance
Quick Apply
11d
Relationship Banker - Sylvania North - Sylvania, OH
JPMorganChase —Sylvania, OH
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
5d
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Background check
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
Quick Apply
19h
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Business development
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
Quick Apply
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

Discover related jobs

Based on your search for financial advisor jobs.

Senior Financial Analyst FP&A
LeafHome —Toledo, OH
The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations…
$110,000 - $120,000 a year
Quick Apply
Financial Analyst
Venteon —Ann Arbor, MI
Bachelor s degree in Finance, Accounting, Business or related field. The ideal candidate will have a strong background in financial analysis and planning and…
$90,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply
Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for financial advisor in adrian, mi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near adrian, mi

Financial Advisor

Hantz Group -
Tecumseh, MI

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Life insurance knowledge
Task prioritization
Property casualty insurance
Experience practicing in the securities industry

Full Job Description

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:

Asset Management
Financial Planning and Retirement

Insurance
Tax Strategy and Planning
Cash Flow Analysis
Debt Strategies
Estate Planning
Property and Casualty Insurance

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:

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*

Benefits:

Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary

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.

7kDjK3rvhR

Quick Apply

Refine Your Search

financial advisor jobs in adrian, mi

Financial Advisor

Private Client Banker

J.P. Morgan Wealth Management - Private Client Advisor - Toledo, Ohio

Financial Planning Assistant

Relationship Banker - Sylvania North - Sylvania, OH

Licensed Financial Professional | Build Your Practice. Expand Your Future.

Registered Representative - State Farm Agent Team Member

Empower Financial Planner

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor in adrian, mi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected