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Holistic Financial Advisor - Asset Management & Planning

Job in Independence, Cuyahoga County, Ohio, 44131, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A Michigan-based financial company is seeking a Financial Advisor to provide holistic financial planning and investment management services. You will develop client relationships, analyze their needs, and recommend effective strategies. The ideal candidate is motivated and possesses strong communication skills. This role requires a Bachelor's degree and the ability to obtain necessary licenses. Benefits include health insurance, paid time off, and 401K options.
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