Financial Services of America Benefits Overview

Provides comprehensive retirement and financial planning for individuals and families, including investment, tax, estate, insurance, and income strategies. Builds client relationships, develops personalized recommendations, presents retirement seminars, follows up with company-provided prospects, conducts ongoing reviews, maintains documentation, and complies with regulatory requirements. The advisor will help establish the company’s new Okemos office and may work occasional evenings or weekends for seminars and client appointments.

Provide professional front-desk support: greet clients, manage calls and emails, schedule appointments, perform data entry, maintain records and supplies, assist with client inquiries and general office administration while handling confidential information.

Provides comprehensive retirement and financial planning guidance to individuals and families. Builds client relationships, develops customized strategies involving investments, taxes, insurance, and retirement income, and presents at educational retirement seminars. Follows up with company-generated prospects, conducts ongoing client reviews, maintains documentation, complies with regulations, and helps establish the company's new Okemos location.