Financial Services of America
Financial Advisor
Financial Services of America, Chesterfield, Missouri, United States, 63005
Join to apply for the
Financial Advisor
role at
Financial Services of America
3 weeks ago Be among the first 25 applicants
Financial Services of America provided pay range This range is provided by Financial Services of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $78,000.00/yr - $150,000.00/yr
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
Seniority level
Associate
Employment type
Full‑time
Job function
Finance
Industries
IT Services and IT Consulting
Referrals increase your chances of interviewing at Financial Services of America by 2x
#J-18808-Ljbffr
Financial Advisor
role at
Financial Services of America
3 weeks ago Be among the first 25 applicants
Financial Services of America provided pay range This range is provided by Financial Services of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $78,000.00/yr - $150,000.00/yr
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
Seniority level
Associate
Employment type
Full‑time
Job function
Finance
Industries
IT Services and IT Consulting
Referrals increase your chances of interviewing at Financial Services of America by 2x
#J-18808-Ljbffr