The firm
Careers at Financial Architects
Attention financial advisors looking to build a successful practice. Our people and culture are the keys to our organisation’s success.
Doing things differently since 1985
Are you reaching your full potential as a financial advisor?
Are you tired of these objections: “What fees do you charge?” “What is your commission?” “Are you cheaper than anybody else?”
At FAI, 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.
Our uniques, for the benefit of our clients
- Applying the science of money
- A Whole-listic™ approach — macro over micro
- Verification over opinion
Your future
Are you building your practice for somebody else, or for yourself?
We can help you maximise your enterprise value. Our group is growing, and looking for advisors like you. It all starts with a simple conversation.
Let’s talk
Matt Dery
Communications, Marketing & Business Development
Three ways to join
Full practice, affiliate, or strategic alliance.
Financial Architect (Advisor)
Goal. Cultivate a successful financial advisory practice with access to a first-in-class in-house support system.
Responsibilities
- Life and health licensed
- Registered Investment Advisor
Benefits
- Access to a holistic planning process
- Access to AUM and the RIA
- Substantial access as a trusted advisor, and a deeper dive
- Access to business owners through Financial Architecture and the Q5 Experience
FAI Affiliate
Goal. Align with the Financial Architects team to become a hero to your clients, and set yourself apart from the competition.
Benefits
- Access to the Financial Architecture process
- Business succession planning with the Q5 Experience
- A means to attract business owners, and to help your own business-owner clients
FAI Affiliate Plus
Goal. An outside advisor with affiliate status who also partners with FAI in a strategic alliance with our product manufacturers.
The affiliate case
It’s a given that your clients will eventually exit their businesses.
The question is whether you will be part of that conversation.
As an FAI Affiliate you partner with Financial Architects to serve your business-owner clients with both our planning process and access to the Q5 Experience, our business succession planning arm. Become your clients’ most trusted advisor with Q5.
