Financial Planner
About Arcadia Financial
Arcadia Financial is redefining financial services by helping clients achieve financial freedom and thrive in a dynamic, growth-oriented environment. We cater to the 'millionaire next door' and provide expert financial guidance with a personalized approach.
Job Summary
We are seeking a Financial Planner to join our team. The ideal candidate will play a critical role in guiding clients toward financial success, developing comprehensive financial plans, and providing holistic investment and wealth management advice.
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.
Maintain 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.
Pay
Hybrid compensation model. Base salary is experience dependent, $75,000 - $85,000. Plus commission on AUM and Insurance.
Schedule
Flexible schedule.
Benefits
100% employer-paid health, dental, and vision insurance.
Unlimited paid time off (PTO).
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.
Company Culture
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.