Senior Financial Strategist

2 months ago


Farmington Hills, Michigan, United States Financial Architects, Inc. Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Expert to join our team at Financial Architects, Inc. As a Financial Planning Expert, you will play a critical role in helping our clients achieve their long-term financial goals.

Key Responsibilities
  • Provide comprehensive financial planning support to clients, including creating personalized financial blueprints and identifying opportunities for growth and improvement.
  • Collaborate with investment professionals to cultivate strong client relationships and provide exceptional service.
  • Develop and implement financial plans, ensuring accuracy and attention to detail.
Requirements
  • Minimum 3 years of experience in the financial industry.
  • A established book of business.
  • Health and Life License.
  • Registered Investment Advisor.
  • Strong understanding of the investment business.
  • Excellent interpersonal skills and a strong culture fit with our team.
About Financial Architects, Inc.

We are a leading financial services company dedicated to helping individuals and businesses achieve financial freedom. Our team of experts provides personalized financial planning and investment solutions, empowering our clients to make informed decisions about their financial futures.



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