Get new jobs for this search by email

2 months ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Financial Services of America provided pay range

This range is provided by Financial Services of America. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $75,000.00/yr

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

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
  

• Bachelor's degree in Finance, Business, or a related field, preferred but not required
• Relevant certifications or licenses (Series 65/66, CFP, etc.) or a willingness to obtain them promptly
• Minimum of 3 years of financial advising experience
• Outstanding public speaking and presentation skills
• Highly detail-oriented with exceptional organizational and time-management abilities
• Self-motivated, proactive, and capable of working autonomously in a new market
• Strong interpersonal skills and ability to build rapport with a diverse client base
• Proficiency in financial planning software and tools
  

• No Cold Calling - FSA provides all marketing and appointments set for you in your calendar
• Competitive compensation, including a base salary ($75,000) and performance-based bonuses
• Comprehensive training and resources to support your success
• A client-centric approach that allows you to focus on delivering high-quality advice without the stress of prospecting
• Opportunities for career growth and professional development
• A collaborative and supportive company culture dedicated to excellence and integrity

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at Financial Services of America by 2x

Sign in to set job alerts for Financial Advisor roles.

Lansing, MI $75,000.00-$75,000.00 2 months ago

VP, Financial Consultant - East Lansing, MI

Personal Financial Counselor; Lansing, MI

Lansing, MI $53,125.00-$84,995.00 2 months ago

Personal Financial Counselor; Lansing, MI

Lansing, MI $53,125.00-$84,995.00 2 months ago

J.P. Morgan Wealth Management Private Client Advisor - Lansing, MI and Surrounding areas

Lansing, MI $50,000.00-$125,000.00 2 weeks ago

Advisor Consultant - Alternative Investments

Greater Lansing $159,400.00-$265,000.00 4 days ago

Business Banking Relationship Manager II

Departmental Analyst 12 (Business Analyst)

Business Analyst Life Business Modernization

Lansing, MI $100,000.00-$130,000.00 3 days ago

Lansing, MI $77,719.50-$94,990.00 4 days ago

Lansing, MI $93,660.00-$213,200.00 1 day ago

Lansing, MI $68,600.00-$102,400.00 2 weeks ago

Financial Analyst 9-P11 - Procurement Contract Payments Unit

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.