Financial Designer: Associate Planner

Energy Jobline ZR; Farmington (NM); On-site; USD 60,000 - 90,000; Full time

Job summary

Financial Architects in Farmington Hills, MI, is seeking an Associate Financial Planner to join our ensemble wealth management team. You’ll work with Lead Advisors on comprehensive financial plans, gain client exposure, and grow into greater planning responsibility.

The role emphasizes hands-on planning, participation in client meetings, and ongoing development through the Financial Designer career path. In-person with potential remote flexibility as the firm evolves.

Qualifications

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

Responsibilities

• Prepare, analyze, and refine comprehensive financial plans with Lead Advisors across retirement, cash flow, investments, taxes, insurance, and estate planning.
• Identify planning opportunities, evaluate scenarios and translate analysis into client-ready recommendations.
• Review client investment accounts and support portfolio analysis, allocation reviews, rebalancing, distributions, and cash-flow needs.
• Prepare for and participate in client meetings, with opportunities to present portions of financial plans and recommendations.
• Work closely with Lead Advisors and Client Relationship Coordinators to support implementation and follow-through.

Skills

Financial planning

Client meetings

Investment knowledge

Series 65

CFP certification ideal

Adaptability to new technology

Education

Finance degree preferred

Tools

RightCapital

Holistiplan

Nitrogen

eMoney

MoneyGuidePro

Job description

Financial Architects in Farmington Hills, MI, is seeking an Associate Financial Planner to join our ensemble wealth management team. You’ll work with Lead Advisors on comprehensive financial plans, gain client exposure, and grow into greater planning responsibility.

The role emphasizes hands-on planning, participation in client meetings, and ongoing development through the Financial Designer career path. In-person with potential remote flexibility as the firm evolves.