Financial Advisor – Lead-Generated Clients, Seminars (Okemos)

Financial Services of America Inc; Okemos (MI); Sur place; USD 70 000 - 86 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) plan

Paid time off

Training & support

Lead generation

Career growth

Résumé du poste

Financial Services of America (FSA) is expanding to Okemos, Michigan and seeking an experienced Financial Advisor to serve clients and build the new office’s presence. You will develop comprehensive retirement and investment strategies, present to groups, and maintain strong client relationships.

Responsibilities include hosting retirement seminars, meeting with clients, and leveraging company-provided leads and appointments.

Qualifications

• 3+ years of financial advising experience preferred.
• Series 65, Series 66, or other applicable securities licensing, or the ability to obtain licensing.
• CFP designation or other credentials are a plus.
• Bachelor’s degree in Finance, Business, or related field preferred, but not required.

Responsabilités

• Build and maintain strong, long-term client relationships.
• Meet with individuals and families to understand financial goals and retirement objectives.
• Develop and present comprehensive financial strategies tailored to each client.
• Provide guidance on retirement income planning, investments, tax-efficient strategies, and insurance.

Connaissances

Public speaking

Interpersonal skills

Relationship building

Time management

Independent work

Integrity & professionalism

Formation

Bachelor’s degree in Finance or Business

CFP designation or credentials

Outils

Financial planning software

Description du poste

Financial Services of America (FSA) is expanding to Okemos, Michigan and seeking an experienced Financial Advisor to serve clients and build the new office’s presence. You will develop comprehensive retirement and investment strategies, present to groups, and maintain strong client relationships.

Responsibilities include hosting retirement seminars, meeting with clients, and leveraging company-provided leads and appointments.