Financial Planner

Job Description

Job Description

About Arcadia Financial

At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like it’s Saturday. Our world-class, five-star firm caters to the ‘millionaire next door,’ providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, we’d love to meet you.

Job Summary

As a Financial Planner at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic investment advice, and build long-term relationships that foster trust and financial growth. You will collaborate closely with our tax and estate planning teams to ensure holistic financial solutions that align with clients' long-term objectives.

Key Responsibilities

• Develop Comprehensive Financial Plans: Create customized financial strategies tailored to clients’ unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components.
• Provide Holistic Investment and Wealth Management Advice: Recommend diversified investment portfolios, asset allocation strategies, and risk management approaches that align with clients’ financial aspirations and life stages.
• Enhance the Client Experience Through Proactive Engagement: Build and maintain strong client relationships through regular strategy meetings, financial check-ins, and personalized communication to ensure evolving needs are met.
• Collaborate with Tax and Estate Planning Teams: Work closely with in-house tax professionals, estate planners, and legal advisors to deliver integrated financial solutions, including tax-efficient investment strategies, wealth transfer planning, and legacy preservation.
• Monitor Market Trends and Financial Regulations: Stay ahead of market developments, regulatory updates, and industry best practices to provide clients with the most relevant and strategic financial guidance.
• Ensure Compliance and Ethical Standards: Uphold all industry regulations, internal compliance policies, and ethical standards to safeguard clients' interests and financial well-being.
• Collaborate Across Internal Teams: Partner with investment analysts, financial planners, and client service associates to deliver seamless, high-quality financial solutions that address every aspect of a client’s financial journey.
  

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Certified Financial Planner (CFP) or similar certification preferred but not required.
  
• Series 65 certification required. 
• 2-5+ years of experience in financial advising, wealth management, or a related role. 
• Strong analytical and problem-solving skills with a deep understanding of financial products and markets.
• Excellent interpersonal, communication, and presentation skills.
• Proficiency in financial planning software and CRM tools.
• Ability to work independently while contributing to a collaborative team environment.

Compensation Structure:
Hybrid compensation model. Base salary is experience dependent, $75,000 - $85,000. Plus commission on AUM and Insurance.

Arcadia Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.

Benefits: 

We believe in taking care of the people who take care of our clients. Our benefits are designed to support your well-being, growth, and work-life balance, including:

• 100% employer-paid health, dental, and vision insurance
• Unlimited paid time off (PTO) and flexible scheduling
• Short-term disability, long-term disability, and life insurance — fully covered
• 401(k) retirement plan with 4% company match
• Professional development and continuing education opportunities
• Collaborative, people-first culture that values innovation and accountability
• Engaging workplace perks, including team events, community-focused volunteer initiatives and more

Arcadia challenges you to fearlessly live every day like it’s Saturday.