Job Description
Job Description: Financial Advisor New Location
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 aTop 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.
- Competitive compensation, including a base salary ($75,000) 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.
Qualification
Bachelor's Degree
Key skill Required
- Cold Calling
- Asset Management
- Comprehensive
- Development
- Dynamic Environment
- Estate Planning
- Finance
- Financial Planning
- Financial Planning Software
- Financial Services
- Insurance
- Interpersonal Skills
- Management
- Marketing
- Presentation
- Proactive
- Professional Development
- Public Speaking
- Rapport
- Supportive
- Tax Efficiency
- Tax Planning
- Training
- Work Independently
