Financial Planning Expert

3 hours ago


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

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

Key Responsibilities
  • Provide expert financial planning support to clients, including creating personalized financial blueprints and verifying the accuracy of financial plans.
  • Support investment professionals in cultivating client relationships and providing exceptional customer service.
  • Collaborate with our team to develop and implement innovative financial planning strategies.
Requirements
  • 3+ years of industry experience in financial planning or a related field.
  • A strong understanding of the investment business and a proven track record of success.
  • Excellent interpersonal skills and a culture fit with our team.
  • Registered Investment Advisor (RIA) designation and a Health and Life License.
About Financial Architects, Inc.

We help people live a life of freedom by simplifying the complexity of money decisions. Our team is dedicated to providing exceptional service and support to our clients, and we are committed to helping them achieve their financial goals.


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