Jobs at Financial Services of America

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.

Develop insurance quotes, manage the sales pipeline, service existing clients, resolve customer issues, maintain records, explain insurance products, and build strong customer relationships. The role covers auto, home, life, and health insurance and includes employer-paid licensing support.

Own day-to-day digital marketing execution, including paid advertising, lead funnels, retargeting, conversion tracking, SEO, analytics, landing-page optimization, and A/B testing. Analyze campaign performance from advertising spend through clients, improve lead quality and acquisition costs, troubleshoot tracking, and connect marketing data to appointments and client outcomes. The role works with the Marketing Director and internal team in an in-office setting.

Support the compliance team by managing office workflows, maintaining client and regulatory documentation, updating CRM records, liaising with vendors and clients, assisting financial advisors, and collaborating with leadership to improve processes and ensure regulatory adherence.

Support financial advisors by preparing client meeting materials, managing client communications and account servicing, maintaining accurate data in the CRM, coordinating service workflows, preparing investment summaries, and adhering to compliance and firm procedures.

Oversee daily office operations and workflows, coordinate schedules and meetings, maintain client documents and CRM records, support financial advisors, onboard and train new hires, liaise with vendors and clients, and implement process improvements to ensure efficient, professional client service.

Provide front-desk support and administrative assistance: greet visitors, manage calls and correspondence, schedule appointments, perform data entry, maintain records and supplies, assist customer inquiries, support office tasks, and handle confidential information professionally.

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.