Financial Advisor

Financial Services of America•Troy, MI

18d•Onsite

About The Position

Financial Services of America (FSA) is seeking an experienced, relationship-driven Financial Advisor to serve clients and help establish the company’s presence at its new Okemos, Michigan location. The Advisor will meet with individuals and families, understand their goals and retirement objectives, and develop personalized, comprehensive financial strategies. Planning may address retirement income, investments, tax-efficient strategies, insurance, estate planning, and other aspects of a client’s financial life. The role includes hosting and presenting educational retirement dinner seminars and meeting with seminar attendees and other company-generated prospects for follow-up consultations. FSA provides marketing, prospective client opportunities, and appointment-setting support; cold calling is not required. The Advisor will also conduct ongoing client reviews, maintain thorough records, follow applicable regulatory requirements and company policies, and collaborate with support teams to provide a high-quality client experience. The position offers the opportunity to help grow FSA’s presence and reputation in the Okemos community. The position is based at FSA’s Okemos office. Regular office hours are generally Monday through Friday, 8:30 a.m. to 5:00 p.m., with flexibility required for evening seminars and client events and occasional evening or weekend appointments. Initial onboarding and training will take place at FSA’s Troy headquarters. Compensation is a $78,000 annual base salary plus performance-based bonus opportunities.

Requirements

At least 3 years of financial advising experience is preferred.
Series 65, Series 66, or other applicable securities licensing, or the ability and willingness to obtain required licensing.
Strong public speaking and presentation skills, including confidence leading educational seminars.
Excellent interpersonal and relationship-building skills.
Ability to explain complex financial concepts clearly and accessibly.
Strong attention to detail, organization, and time-management skills.
Self-motivated and proactive, with the ability to take ownership of responsibilities in a growing office.
Ability to work independently while collaborating with the broader FSA team.
Strong commitment to integrity, professionalism, and putting the client first.
Proficiency with financial planning technology and ability to learn FSA’s systems and processes.
Ability to work with flexibility outside traditional business hours, including evening seminars and client events and occasional evening or weekend appointments.

Nice To Haves

CFP® designation or other relevant professional credentials.
Bachelor’s degree in Finance, Business, or a related field.
Experience presenting to groups and building relationships with prospective clients.

Responsibilities

Build and maintain strong, long-term relationships with clients and prospective clients.
Meet with individuals and families to understand their financial goals, concerns, and retirement objectives.
Develop and present comprehensive financial strategies tailored to each client’s circumstances.
Provide guidance on retirement income planning, investments, tax-efficient strategies, insurance, and other areas of clients’ financial lives.
Host and present retirement dinner seminars, explaining financial and retirement concepts in an engaging and accessible manner.
Meet with seminar attendees and other company-generated prospects for follow-up consultations.
Use company-provided leads and appointments to develop and maintain a strong book of business.
Conduct ongoing client reviews and provide guidance as clients’ needs and circumstances evolve.
Maintain accurate and thorough documentation of client meetings, recommendations, account activity, and follow-up.
Conduct business in accordance with applicable regulatory requirements, industry standards, and FSA policies and procedures.
Collaborate with Client Service, First Impressions, Compliance, and other FSA team members to provide a seamless client experience.
Help establish and grow FSA’s presence and reputation within the Okemos community.
Stay current on financial planning strategies, regulatory developments, industry trends, and available planning tools.