Job Description: Financial Advisor – New Location – Okemos, MI
About Us
Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial planning. We pride ourselves on integrity, client-first service, and providing tailored strategies that encompass tax planning, estate planning, insurance, and investments. Recognized as a Top Workplace for 13 years by the Detroit Free Press, we’re committed to fostering a supportive and rewarding environment for both our clients and our team. With the launch of a new location, we’re looking for a motivated Financial Advisor to join us and make a difference in the lives of our clients.
Position Overview
FSA is seeking an experienced and detail-oriented Financial Advisor to spearhead operations at our new location. This role is ideal for a self-starter who thrives in a dynamic environment and enjoys public speaking, as it involves hosting retirement dinner seminars to educate and engage potential clients. No cold calling is required – FSA provides all marketing and appointments set for you in your calendar, so you can focus on building relationships and creating impactful financial plans.
Key Responsibilities
- Build and maintain strong, trusting relationships with clients to develop personalized financial plans.
- Host and present at retirement dinner seminars, effectively communicating key financial concepts and engaging audiences.
- Provide holistic financial advice, including strategies for tax efficiency, retirement income planning, and asset management.
- Leverage company-provided leads to grow and manage a robust book of business.
- Maintain meticulous records of client interactions, plans, and follow-ups.
- Work independently to establish and grow FSA’s presence in the new location while collaborating with the broader team to ensure consistency and alignment with company values.
- Stay informed on industry regulations, market trends, and financial planning tools to deliver up-to-date advice to clients.
Qualifications
- Bachelor’s degree in Finance, Business, or a related field, preferred but not required.
- Relevant certifications or licenses (Series 65/66, CFP, etc.) or a willingness to obtain them promptly.
- Minimum of 3 years of financial advising experience.
- Outstanding public speaking and presentation skills.
- Highly detail-oriented with exceptional organizational and time-management abilities.
- Self-motivated, proactive, and capable of working autonomously in a new market.
- Strong interpersonal skills and ability to build rapport with a diverse client base.
- Proficiency in financial planning software and tools.
What We Offer
- No Cold Calling – FSA provides all marketing and appointments set for you in your calendar.
- Competitive compensation, including a base salary ($75,000) and performance-based bonuses.
- Comprehensive training and resources to support your success.
- A client-centric approach that allows you to focus on delivering high-quality advice without the stress of prospecting.
- Opportunities for career growth and professional development.
- A collaborative and supportive company culture dedicated to excellence and integrity.