Job Description

Are you reaching your full potential as a financial advisor? Are you stuck working right now at a "cubicle farm where nobody knows your name?" Are you tired of these objections: “What fees do you charge?” “What is your commission?” “Are you cheaper than anybody else?” At Financial Architects, we offer a fresh approach based on high-level macro planning and the opportunity to join a close-knit team . Importantly, we’re also equipping you with an established process to help you thrive as you do the same for your clients.

Financial Architects was founded in 1985 by a small team of professionals with a passion for predictable and peak performance. Our outlook was a little different than most: We didn’t want to build a business on a desire to sell products, but rather on a genuine passion for planning prosperity that would allow our clients to measure the efficiency of their every money decision. Today, this outlook is carried out by our professionals as they provide our clients with a blueprint for life planning based on Three Uniques: 

• Applying the Science of Money.
• A Whole-listic™ Approach — Macro over Micro.
• Verification over Opinion. 

So, what are you looking to become? If it is an advisor and you want to build your practice with us, join us as a Financial Architect. Our in-house resources fully support advisors who choose to focus exclusively on building an exceptional personal practice. As a full-time advisor, you will help clients coordinate their strategies to work toward their long-term financial goals. You should be comfortable creating a financial blueprint and have the skills to help bring clarity to the complex money decisions that people face. The Financial Architect role is ideal for advisors whose expertise lies in asset management, or who wish to be in the RIA space.

If you don't necessarily want to move your practice or move with your partners, how about becoming an FAI Affiliate ?
As an affiliate, you’ll partner with Financial Architects to serve your business-owner clients with both our innovative planning process and access to the Q5 Experience, our business succession planning arm. It’s a given that your current clients will eventually exit their businesses. The question is—will you be a part of that conversation? Become your clients’ most trusted advisor with Q5. For more information, go to

Responsibilities:

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

 

Qualifications:

• 3+ years of industry experience.
• A book of business.
• Health and Life License.
• Registered Investment Advisor.
• Strong understanding of the investment business.
• Excellent interpersonal skills and culture fit with our group.

Financial Architects is growing! Come grow with us. Our culture and team are second to none, it truly is a family. We are innovative and on the move and would love to talk to you. 

About Financial Architects, Inc.:

We help people live a life of freedom by simplifying the complexity of money decisions.

Job Tags

Full time,

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