Financial Architects Inc. · 3 months ago
Financial Associate
Farmington, MI
Full-time
Onsite
Entry, Mid Level
2+ years expFinancial Architects Inc. is dedicated to helping people simplify their money decisions. The Financial Associate plays a vital role in delivering the firm's Financial Architecture process, providing technical planning support and collaborating with Lead Advisors to ensure successful client financial plans.
ConsultingFinancial ServicesWealth Management
Responsibilities
Lead the preparation, updating, and refinement of comprehensive financial plans, ensuring recommendations align with client goals and the firm’s Financial Architecture framework
Independently prepare planning analyses and scenario modeling across investments, retirement, insurance, tax, and estate planning, identifying planning trade-offs and considerations for advisor review
Support Lead Advisors in discovery, modeling, and strategy meetings by leading meeting preparation, client data validation, and creation of client-ready deliverables
Present select portions of financial plans, investment reviews, or tax analyses in client meetings as experience and confidence develop
Assist with investment-related analysis, including portfolio alignment reviews, rebalancing support, and coordination of cash flow sourcing across accounts
Collaborate closely with Lead Advisors and Client Relationship Coordinators to deliver seamless client service, maintaining accurate and current records in CRM and planning systems
Pursue ongoing professional development, including CFP® coursework or advanced licensing, and contribute to continuous improvement of planning processes and client service delivery
Qualification
Required
Bachelor's degree in finance, business, economics, or equivalent experience
2–5 years of financial planning or paraplanning experience, ideally in an RIA or fiduciary advisory environment
Working knowledge of portfolio management principles and tax-efficient investing concepts, including asset location, tax-loss harvesting, and coordination across account types
Knowledge of financial planning concepts including retirement, cash flow planning, insurance, investments, and tax basics
Ability to prepare clear, client-ready materials related to investment and tax planning, with increasing independence over time
Demonstrated ability to manage planning responsibilities with minimal oversight, exercising sound judgment while knowing when to escalate or collaborate
Comfort working within a structured planning process while contributing insights and recommendations that improve plan quality and client outcomes
Desire to continue developing technical expertise and advisory judgment through mentorship, feedback, and progressively more complex planning cases
Proficiency with Microsoft Office tools and planning software (RightCapital, eMoney, Nitrogen, or equivalent)
Strong organizational skills, attention to detail, and ability to manage multiple tasks
Effective communicator - Able to explain concepts clearly to clients and team members
Preferred
Ideally licensed with Series 65
Progress toward the CFP® designation or similar certifications strongly preferred (CFP® candidates encouraged)
Company
Financial Architects Inc.
In a world where business owners, executives, professionals, and individuals need to maximize and protect their wealth, failure to manage the flow of money leads to confusion, loss of control and inefficiencies.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase