Financial Advisor

Financial Services of America • Troy, MI

2d • Onsite

About The Position

Financial Services of America (FSA) is hiring an experienced, relationship-driven Financial Advisor to serve clients and help establish the firm’s new Okemos, Michigan office. The Advisor will meet with individuals and families, understand their financial and retirement goals, and develop and present personalized, comprehensive financial strategies. Planning may cover 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, meeting with attendees and other company-generated prospects, and developing a strong book of business using company-provided leads and appointments. FSA provides marketing and appointment-setting support, so the Advisor does not need to cold call. The Advisor will conduct ongoing reviews, maintain accurate documentation, follow applicable regulations and company policies, collaborate with support and compliance teams, and help grow FSA’s presence in the Okemos community.

The position is based at FSA’s new Okemos location. Regular office hours are generally Monday through Friday, 8:30 a.m. to 5:00 p.m., with flexibility outside those hours required for evening seminars and client events; occasional evening or weekend appointments may be needed. Initial onboarding and training take place at FSA’s Troy headquarters. Compensation is a $78,000 annual base salary plus performance-based bonus opportunities.

Requirements

• Financial advising experience; 3 or more years 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 and 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 remaining collaborative and connected 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.
• Flexibility outside traditional business hours for evening seminars and client events; occasional evening or weekend appointments may be necessary.

Nice To Haves

• CFP® designation or other relevant professional credentials.
• Bachelor’s degree in Finance, Business, or a related field.

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 understandable 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 continued 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 in the Okemos community.
• Stay current on financial planning strategies, regulatory developments, industry trends, and planning tools.

Benefits

• $78,000 annual base salary plus performance-based bonus opportunities.
• Company-provided marketing and lead generation, with appointments scheduled directly on the Advisor’s calendar.
• Group healthcare plan options.
• 401(k) plan participation.
• Paid time off and paid holidays.
• Comprehensive onboarding, training, and ongoing support.
• Support staff and resources that allow Advisors to focus on clients.
• Opportunities for continued professional development and career growth.
• Collaborative team environment focused on client experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed