Financial Planner

Financial PlannerArcadia Financial Group is a growing independent RIA built around a Family Office model that integrates financial planning, investment management, tax strategy, estate and legacy planning, insurance, and client service.We believe great financial planning goes beyond investment performance. It means understanding the full picture of a client's financial life, helping them make confident decisions, and building a plan that evolves alongside their goals.Our Financial Planners are at the center of that experience.As a Financial Planner, you'll develop meaningful, long-term relationships with clients and serve as a trusted resource for the financial decisions that matter most. You'll lead comprehensive planning conversations, translate complex financial concepts into clear recommendations, and coordinate with specialists across Arcadia to ensure clients receive an integrated experience rather than disconnected advice.You'll step into an established book of Arcadia client relationships, with your primary focus on serving those clients, delivering comprehensive financial planning, and strengthening those relationships over time. Rather than building a book from the ground up, you'll have the opportunity to focus your energy on advising, planning, and creating an exceptional experience for the clients already entrusted to our firm.Who You AreYou're a relationship-driven financial professional who enjoys helping clients understand their financial picture and make confident decisions.You listen first, communicate clearly, and can simplify complex financial concepts without losing the substance behind them. You take ownership of the client experience, follow through on commitments, and value working alongside specialists to deliver comprehensive advice.Specifically, you:Build trust and long-term client relationships naturallyAsk thoughtful questions and listen before making recommendationsCommunicate financial concepts clearly and confidentlyBalance strong planning skills with an exceptional client experienceWork collaboratively and know when to leverage specialized expertiseTake ownership of client needs, communication, and follow-throughWhat You'll OwnClient Relationships & Financial PlanningServe as a primary financial planning resource for assigned client relationships, developing an understanding of each client's financial position, priorities, goals, and evolving needsLead client planning and review meetings, translating financial information into clear recommendations and actionable next stepsDevelop, implement, and maintain comprehensive financial plans incorporating retirement, cash flow, investments, risk management, insurance, tax considerations, and estate and legacy objectivesProactively identify planning opportunities, risks, and changes that may require adjustments to a client's financial strategyMaintain consistent communication between formal meetings so clients remain informed, supported, and confident in their financial directionGuiding Principle: A financial plan should not simply document where a client is today. It should help them understand where they're going and give them confidence in the decisions required to get there.Family Office CollaborationPartner closely with Arcadia's Planning, Tax, Client Service, and other internal specialists to deliver a coordinated Family Office experienceIdentify opportunities where tax, estate and legacy, insurance, investment, or other specialized expertise should be incorporated into the client's broader financial strategyCoordinate recommendations across disciplines so clients receive cohesive guidance rather than disconnected adviceWork collaboratively with outside professionals, when appropriate, to support implementation of the client's broader financial planEnsure important client information, decisions, and planning needs are communicated effectively across the internal teamGuiding Principle: Our clients should experience Arcadia as one integrated team. The Financial Planner helps connect the pieces and ensures recommendations support the client's complete financial picture.Investment & Wealth ManagementProvide investment guidance aligned with each client's financial plan, objectives, time horizon, and risk toleranceReview portfolio positioning as part of the broader planning relationship and identify circumstances requiring further analysis or adjustmentHelp clients understand investment recommendations, market conditions, and long-term strategy while keeping conversations focused on their broader financial goalsIdentify appropriate risk management and insurance considerations as part of the client's overall strategySupport the growth and retention of client relationships by consistently delivering meaningful advice and an exceptional planning experienceClient Experience, Execution & AccountabilityPrepare thoroughly for client meetings and ensure recommendations, action items, and follow-up responsibilities are clearly documented and executedMaintain accurate and complete client information within Arcadia's CRM and financial planning systemsCoordinate with Client Service and other internal partners to ensure planning recommendations move efficiently from conversation to implementationDeliver the proactive communication, responsiveness, and attention to detail expected of Arcadia's client experienceMaintain required licenses, continuing education, documentation, and regulatory standards associated with serving as an Investment Adviser RepresentativeConduct all client relationships in accordance with Arcadia's fiduciary responsibilities, compliance requirements, policies, and professional standardsWhat Success Looks LikeClients view you as a trusted advisor who understands both their finances and what they're working towardClient meetings are thoughtful, prepared, and focused on meaningful financial decisionsFinancial plans remain current and evolve as clients' lives, goals, and circumstances changePlanning opportunities are identified proactively rather than waiting for clients to raise themTax, estate and legacy, investment, insurance, and financial planning considerations are connected through Arcadia's Family Office approachClient commitments and follow-up items are executed consistently and accuratelyInternal teams have the information they need to provide clients with a seamless experienceClient relationships deepen because clients recognize the value of the advice and experience Arcadia providesExperience & BackgroundThe ideal candidate brings:Bachelor's degree in Finance, Business, Economics, or a related field2+ years of experience in financial planning, wealth management, investment advisory, or a related client-facing financial services roleSeries 65 requiredCFP® certification preferred, or interest in pursuing advanced financial planning credentialsWorking knowledge of investments, retirement planning, insurance, and core financial planning conceptsStrong client relationship, communication, and presentation skillsAbility to explain financial concepts clearly and make clients feel comfortable and informedStrong organization and follow-through with the ability to effectively manage multiple client relationships and prioritiesExperience with financial planning software, CRM platforms, or similar wealth management technologyCollaborative mindset and willingness to leverage the expertise of the broader Arcadia teamCompensationThis position offers a hybrid compensation structure designed to reward both client relationship ownership and growth.Base Salary: $85,000, based on experience, credentials, and demonstrated capabilitiesAdditional compensation opportunities through AUM-based compensation and insurance commissionsBenefitsWe believe in taking care of the people who take care of our clients.Employer-sponsored health insurance with 80-100% employer paid premium coverage, depending on selected plan100% employer sponsored dental and vision insuranceUnlimited paid time off (PTO) and flexible schedulingShort-term disability, long-term disability, and life insurance401(k) retirement plan with company contributionQuarterly clothing stipendProfessional development and continuing education opportunitiesCollaborative, people-first culture that values ownership, growth, and accountabilityTeam events, community-focused volunteer initiatives, and additional workplace experiencesArcadia challenges you to fearlessly live every day like it's Saturday.