Hantz Group is a Michigan-based financial company. With our Family Office approach we deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes. By taking our holistic approach, we strive to reduce stress and save time for our clients.
Areas of Focus: Asset Management; Insurance; Tax Strategy; Estate Planning; Financial Planning, Retirement and Banking
This company requires an online application: Provided to applicants upon interview being set up
Family Office Liaison-Financial Consultant - Michigan/Ohio
Essential Job Functions:
• Maintain Client Base
• Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
• Market and Sell Appropriate Investment and Insurance Products
• Prepare and Deliver Presentations to Clients and Prospective Clients
• Work with the Family Office Team in order to help clients reach goals
• Attend Meetings and Continuing Education Sessions
• Comply with All Industry Rules and Regulations
Planning Analyst - Michigan/Ohio
Essential Job Functions:
• Assist in booking appointments for advisors
• Prepare declaration page quote sheet for meetings
• Assist advisors with client services
• Coordinate business and meetings with
• Market to companies for business opportunities
• Comply with All Industry Rules and Regulations
• Other tasks assigned
Equities Specialist - Southfield, Michigan
Responsibilities:
• Liaison for Registered Representative and Product Providers
• Daily review of Registered Representatives applications
• Provide effective customer service for all Registered Representatives and Product Providers
• Enter Trades, reconcile settlements, clearing, regulatory aspects
• Track and assist in the timely transfer of assets for client accounts
• Post commissions timely and accurately
Tax Staff Accountant - Michigan
Essential Job Functions:
• Book appointments for tax team
• Prepare responses to tax authorities
• Prepare tax returns
• Prepare tax analysis
• Assist tax team with client services
• Coordinate business and meetings with tax team
• Perform administrative task
• All other tasks assigned
Tax Analyst - Michigan/Ohio
As an Accounting Analyst, you will gain experience in a wide array of areas that our accountants work in. You will work closely with CPAs, Accountants, and Financial Advisors to help them facilitate the Family Office.
Essential Job Functions:
• Prepare portfolio analysis for delivery
• Complete 401k analysis and risk returns
• Prepare tax projections using excel
• Tax return preparation using Ultratax software
• Assist advisor’s with paperwork and various tasks