Financial Advisor

Job overview

The Financial Advisor role is onsite at the new Okemos, MI location, with initial onboarding and training at the Troy headquarters. Compensation is $78,000 per year plus performance-based bonus opportunities. Financial Services of America helps individuals and families plan for retirement through personalized financial planning. The advisor builds client relationships and develops comprehensive strategies covering retirement income, investments, tax planning, and insurance. The role also presents educational retirement seminars and helps establish FSA’s presence in the Okemos community, supported by company-provided leads and appointments.

What you'll do

• Build and maintain client relationships
• understand financial goals and retirement objectives
• develop and present tailored financial strategies
• advise on retirement income, investments, tax-efficient strategies, and insurance
• host retirement dinner seminars
• meet with attendees and company-generated prospects
• conduct client reviews
• document meetings and recommendations
• comply with regulatory requirements and company policies
• collaborate with support teams
• help grow the Okemos office.

What we're looking for

Skills & competencies

financial advisor

retirement planning

financial strategies

client relationships

retirement seminars

okemos mi

troy mi training

financial services of america

$78,000 base

bonus opportunities

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• Group healthcare plan options, 401(k), paid time off and holidays, onboarding and ongoing training, marketing and appointment-setting support, and professional development opportunities.

Why this role

Three or more years of advising experience preferred. Series 65, Series 66, or applicable securities license required or willingness to obtain. Regular hours are Monday–Friday, 8:30 AM–5:00 PM, with evening seminars and occasional evening or weekend appointments.

About the employer

Financial Services of America is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.