Job Description: Financial Advisor – New Location - Chesterfield, 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.
Qualifications
- 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.
What We Offer
- No Cold Calling – FSA provides all marketing and appointments set for you in your calendar.
- Group Healthcare Plan
- 401k
- Competitive compensation, including a base salary ($78,000) 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.
Top Skills
What We Do
Financial Services of America (also known as FSA) is one of the largest independent financial planning and insurance firms in Michigan.
Unlike most traditional insurance agencies and brokerage firms that generally have a limited array of products and services to offer, FSA capitalizes on its independent status to offer an unbiased, educational approach to provide strategies for consumers financial concerns.
In additional to providing a full line-up of insurance and investment products, FSA also provides access to CPA's, estate planning attorneys, mortgage professionals and home and auto insurance professionals at steep discounted rates to truly create a unique, one-stop shopping experience.
Insurance products are offered through the insurance business Financial Services of America (FSA). Financial Services of American (FSA) is also a Financial Services practice that offers securities products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory practice that offers investment advisory products and services through FSA Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. The insurance products offered by Financial Services of America (FSA) are not subject to regulatory requirements and standards of care applicable to registered representatives and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not affiliated companies.
Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting) and attorneys for estate planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if needed, to coordinate and collaborate with you and your advisor on your holistic financial plan (with proper, written authorization). 2748667- 4/23.
