Financial Advisor

Job Description

Job Description

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

What We Offer