Top 5 Financial services of america Jobs

Client Relationship Advisor
Financial Services of America —Troy, MI
- $52,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Appointment Setter
Financial Services of America —Troy, MI
- $52,000 a year
- Full-time
- Background check
- Office
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Home & Auto Client Support Specialist
Financial Services of America —Troy, MI
- From $800 a week
- Full-time
- Background check
- In-person
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Insurance Agent - Commercial Lines
Financial Services of America —Troy, MI
- $1,000 a week
- Background check
- Computer literacy
- Office
- Health insurance
- 401(k)
Quick Apply

Discover related jobs

Based on your search for financial services of america jobs.

Hiring Now – Up to $23/hr (Tips) – On-Camera Game Host – Start Within 2 Weeks – Atlantic City
Evolution United States —Atlantic City, NJ
Must be able to obtain and maintain required gaming license. Nationwide employee discount program powered by LifeMart. Is comfortable being on camera.
$17 - $23 an hour
Quick Apply
Now Hiring Delivery Drivers – Immediate Openings | Weekly Pay | No CDL Required | Apply Today
AASIRA LLC - Amazon DSP —Philadelphia, PA
If you are seeking a stable, full-time or part-time driving job with competitive pay, benefits, and growth opportunities, this is a great opportunity to get…
$23.25 an hour
Quick Apply

I want to receive the latest job alert for financial services of america

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services of america jobs near

Client Advisor jobs in Troy, MI

Client Services Specialist jobs in Troy, MI

Insurance Agent jobs in Troy, MI

Appointment Generator jobs in Fairfield, CT

Appointment Setter Remote Part Time jobs in Remote

Appointment Generator jobs in Raleigh, NC

Appointment Generator jobs in Denver, CO

Appointment Generator jobs in Manor, TX

Client Advisor jobs in Honolulu, HI

Client Advisor jobs in Apopka, FL

Client Advisor jobs in Newnan, GA

Automotive Service Advisor jobs in Tulsa, OK

Client Advisor jobs in Richmond, VA

Client Services Coordinator jobs in New York, NY

Client Success Manager jobs in New York, NY

Client Services Specialist jobs in Miramar, FL

Client Services Specialist jobs in Brooklyn, NY

Client Services Specialist jobs in Pierre, SD

Client Service Associate jobs in San Antonio, TX

Family Investment Specialist jobs in Maryland

Client Relationship Advisor

Financial Services of America -
Troy, MI

Quick Apply

Job Details

Full-time
$52,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Professional development assistance
Flexible schedule

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Data integrity and documentation
Attention to detail
Financial services
Life & Health Insurance License
Account management
Critical thinking

Full Job Description

Client Relationship Advisor

At Financial Services of America (FSA), we’re dedicated to helping clients retire with confidence by delivering personalized financial strategies through our proven CARES Planning Process. We do this by building long-term relationships rooted in trust, clarity, and service.

We’re currently seeking a Client Relationship Advisor—a client-facing service role designed to support the delivery of ongoing financial planning and operational excellence. This is not a sales position, but a vital part of ensuring every client feels seen, supported, and well-prepared for the road ahead.

About the Role

The Client Relationship Advisor acts as a critical bridge between FSA’s financial advisors and the families they serve. You’ll manage follow-up communications, account updates, and service coordination—ensuring each client continues to receive the personalized attention and care they expect from FSA.

Key Responsibilities

Meeting Preparation: Support advisor readiness by updating client records in our custom CRM (ACCESS), preparing financial reports, and organizing documentation for planning meetings.
Client Communication: Serve as a trusted point of contact for ongoing questions and service needs—delivering consistent, professional communication via phone and email.
Account Servicing: Manage the execution and tracking of transactions like transfers, withdrawals, and beneficiary updates, working with both internal systems and third-party institutions.
Data Management: Ensure accurate, timely entry of client data and service notes; help maintain the integrity of our internal systems.
Service Coordination: Oversee follow-up tasks, document requests, and workflows tied to financial, investment, and insurance planning deliverables.
Reporting Support: Prepare investment summaries and financial snapshots to support advisor presentations.
Compliance Awareness: Adhere to internal policies and procedures that meet regulatory and quality standards.

Qualifications:

Minimum 2 years of experience in the financial services industry or a client-facing operations role.
Must hold Series 65 license or willingness to obtain promptly.
Excellent written and verbal communication skills.
Strong attention to detail and accuracy in documentation and client records.
Highly organized and comfortable managing multiple moving parts in a fast-paced environment.
Competent with Microsoft Outlook, Word, and Excel; CRM and planning software experience is a plus.
Desire to grow professionally, including willingness to pursue applicable licenses (if not already licensed).

You’ll Thrive Here If You…

Are committed to service and enjoy supporting others behind the scenes.
Take pride in being reliable, consistent, and detail-oriented.
Enjoy working on a team that values humility, collaboration, and excellence.
Align with FSA’s core values: World-Class Service, One Team, One Goal, Dedicated, Driven, and Great Attitude.

Compensation & Benefits

Base Salary: $52,000/year
Health Insurance: Medical, Dental, and Vision
Paid Time Off and Holidays
Professional Development Support
Access to Training Platforms (Trainual, ACCESS CRM, Agent Bot)

Work Location

In-Person at our Troy, MI headquarters.

Join a Firm Built on Relationships

At FSA, we don’t just help clients manage assets—we help them preserve peace of mind. If you’re passionate about delivering exceptional service and being part of a mission-driven team, we’d love to meet you.

Requirements*
MUST hold Series 65 or have willingness to obtain promptly.*

Job Type: Full-time

Pay: $52,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Professional development assistance
Vision insurance

Compensation Package:

Bonus opportunities

License/Certification:

Series 65 and Life & Health Insurance Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial services of america jobs

Client Relationship Advisor

Appointment Setter

Home & Auto Client Support Specialist

Insurance Agent - Commercial Lines

Discover related jobs

I want to receive the latest job alert for financial services of america

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected