Members Hill Meeting

Staff Membership

About Membership

  • Advisor Staff Employee membership is open to support staff of financial advisors working in retail financial advisory practices.
  • Access to the FSI CoveredAdvisor2.0 Benefits Program, which includes comprehensive STD/LTD/Life/AD&D bundled coverage, as well as discounts on a number of products and services.
  • Automatic subscription to the daily FSI Newsbrief, your
    one-stop-shop for independent financial services industry news.
  • More benefits coming soon!

NOTE: To enroll in the CoveredAdvisor Insurance Benefits, follow these steps:

Click “Join Now!” below and pay your $49 membership fee.

Locate your confirmation email from the Financial Services Institute stating that your dues have been paid.

Go to www.fsibenefits.com to enroll in the CoveredAdvisor Insurance Benefits (STD/LTD/Life/AD&D insurance coverage).

For any questions on how to pay your dues before enrolling in the CoveredAdvisor Insurance Benefits, call us at (888) 373-1840 or email us at membership@financialservices.org.

Join Us Today

FSI’s Advisor Staff Employee membership is open to support staff of financial advisors working in retail financial advisory practices. This includes (but is not limited to) registered and non-registered sales assistants, operations, marketing, compliance, technology and administrative staff. Although it is not required that the financial advisor be a member of FSI, all staff employee member records must be affiliated with an advisor record in our database.

Click the button below to join online—Membership fee: $49

You may also download the application form here.

Advisor Staff Employee membership is open to W-2 employee support staff of licensed financial advisors working in retail financial advisory practices. This includes (but is not limited to) registered and non-registered sales assistants, operations, marketing, compliance, technology and administrative staff. While it is not required that the financial advisor employer be a member of FSI, all staff employee member records must be affiliated with an advisor record in our database. Advisor Staff Employee members must notify FSI if their employment at their current practice ends as soon as possible.

In accordance with IRC SEC 6003, 100% of membership dues is estimated for lobbying, and is not deductible. FSI membership dues may not be deducted as a business expense or as a charitable contribution.

Learn More

Watch our video to learn more about FSI’s mission and why advocacy for our industry matters.

https://www.youtube.com/watch?v=eZ3rsSBc7dQ&feature=emb_title