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Financial Services of America
Okemos, MI, US
Source: Financial Services of America careers · View original posting
From Financial Services of America's posting. “We” and “our” refer to the employer.
Job Type
Full-time
At Financial Services of America (FSA), we help individuals and families plan confidently for retirement through comprehensive, personalized financial planning. Our approach goes beyond investments to consider the full financial picture, including retirement income, tax planning, estate planning, insurance, and investment strategies.
Recognized as a Detroit Free Press Top Workplace for 13 years, FSA is committed to creating an environment where our clients feel valued and our team members have the support, resources, and opportunities they need to succeed.
As we continue to grow, we are excited to expand our presence with a new location in Okemos, Michigan, and are looking for an experienced, motivated Financial Advisor to become an integral part of this new office.
FSA is seeking an experienced and relationship-driven Financial Advisor to serve clients and help establish our presence in the Okemos market. This is an excellent opportunity for an Advisor who enjoys building meaningful client relationships, developing comprehensive financial strategies, and presenting to prospective clients.
A key component of this position is hosting and presenting at educational retirement dinner seminars, where you will have the opportunity to connect with prospective clients and introduce them to FSA’s approach to retirement planning.
And the best part—no cold calling.
FSA provides the marketing, prospective client opportunities, and appointment-setting support. Qualified appointments are placed directly on your calendar, allowing you to spend more of your time doing what you do best: meeting with clients, building relationships, and providing financial guidance.
Why FSA?:
We believe Financial Advisors should be able to spend their time advising—not searching for people to advise.
At FSA, our marketing and appointment-setting teams help create opportunities for you, while our Client Service, First Impressions, Compliance, and operational teams provide the support needed to deliver an exceptional client experience.
If you are an experienced Financial Advisor who enjoys connecting with people, presenting to groups, building lasting relationships, and helping individuals feel more confident about retirement, we would love to hear from you.
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