Financial Designer Associate: Growth‑Oriented Planner

Financial Architects, Inc.; Farmington Hills (MI); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Quarterly bonus

Profit-sharing bonus

Employer medical insurance

Dental and vision coverage

Disability and life insurance

401(k) with employer matching

Job summary

Financial Architects, Inc. is seeking an experienced Associate Financial Planner to join our ensemble wealth management team in Farmington Hills, MI.

You will work with Lead Advisors to deepen client exposure and contribute to planning strategy, gradually taking on greater client-facing responsibility. We value hands-on experience in RIA or fiduciary environments, with opportunities to present plans, participate in meetings, and grow into senior planning roles over time.

Qualifications

• 3–5 years hands-on personal financial planning or wealth management experience.
• Experience preparing and refining comprehensive financial plans for individuals and families.
• Participation in client financial planning meetings; presentation experience is preferred.

Responsibilities

• Prepare, analyze, and refine comprehensive financial plans with Lead Advisors across retirement, cash flow, investments, taxes, insurance, and estate planning.
• Identify planning opportunities and translate analysis into client-ready recommendations.
• Review client investment accounts and support portfolio analysis, rebalancing, and cash-flow needs.
• Prepare for and participate in client meetings, presenting portions of financial plans as role grows.
• Collaborate with Lead Advisors and Coordinators to support implementation and follow-through.

Skills

Client meetings

Planning strategy

Wealth management

Financial analysis

Communication

Education

Bachelor's degree in Finance

CFP certification ideal

Series 65 preferred

Tools

RightCapital

Holistiplan

Nitrogen

eMoney

MoneyGuidePro

Job description

Financial Architects, Inc. is seeking an experienced Associate Financial Planner to join our ensemble wealth management team in Farmington Hills, MI.

You will work with Lead Advisors to deepen client exposure and contribute to planning strategy, gradually taking on greater client-facing responsibility. We value hands-on experience in RIA or fiduciary environments, with opportunities to present plans, participate in meetings, and grow into senior planning roles over time.