Financial Advisor - Build a New Okemos Office

Financial Services of America Inc; Troy (MI); On-site; USD 70,000 - 86,000; Full time

Benefits offered by this job

No cold calling

Company-provided marketing and leadgen

Appointments scheduled directly on你的你的

Group healthcare plan options

401(k) plan participation

Paid time off and paid holidays

Comprehensive onboarding, training, &/

Job summary

Financial Services of America (FSA) is seeking an experienced Financial Advisor to join our new Okemos, Michigan office. You will build and maintain client relationships, develop retirement strategies, and present to prospective clients.

This role involves hosting educational retirement seminars, leveraging FSA marketing and leads, and scheduling appointments. Hours are Mon–Fri 8:30 a.m. to 5:00 p.m., with occasional evenings or weekends for events; onboarding starts at the Troy headquarters.

Qualifications

• 3+ years of financial advising experience preferred.
• Series 65, Series 66, or other applicable securities licensing, or the ability and willingness to obtain required licensing.
• CFP® designation or other relevant professional credentials are a plus.
• Bachelor's degree in Finance, Business, or a related field preferred, but not required.
• Strong public speaking and presentation skills with the confidence to lead educational seminars.
• Excellent interpersonal and relationship-building skills.
• Ability to explain complex financial concepts in a clear and relatable manner.
• Strong attention to detail, organization, and time-management skills.
• Self-motivated, proactive, and comfortable taking ownership of responsibilities within a growing office.
• Ability to work independently while remaining highly connected and collaborative with the broader FSA team.
• Strong commitment to integrity, professionalism, and putting the client first.
• Proficiency with financial planning technology and the ability to learn FSA's systems and processes.

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 individual circumstances.
• Provide guidance related to retirement income planning, investments, tax-efficient strategies, insurance, and other areas of a client's financial life.
• Host and present retirement dinner seminars, communicating financial and retirement concepts in an engaging and easy-to-understand manner.
• Meet with seminar attendees and other company-generated prospects for follow-up consultations.
• Leverage 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.
• Work collaboratively with Client Service, First Impressions, Compliance, and other FSA team members to provide a seamless World Class 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.

Skills

Public speaking

Relationship-building

Financial advising

Interpersonal skills

Attention to detail

Education

Bachelor's degree in Finance, Business, or related field

CFP designation or credentials are a plus

Series 65/66 or licensing or willingness to obtain

Job description

Financial Services of America (FSA) is seeking an experienced Financial Advisor to join our new Okemos, Michigan office. You will build and maintain client relationships, develop retirement strategies, and present to prospective clients.

This role involves hosting educational retirement seminars, leveraging FSA marketing and leads, and scheduling appointments. Hours are Mon–Fri 8:30 a.m. to 5:00 p.m., with occasional evenings or weekends for events; onboarding starts at the Troy headquarters.