Lead Planning Advisor

Arcadia Financial · Manchester, NH · 2 wk ago

On-siteConsulting$75k–$85k/yrFull-time

Collaborate closely with Advisors on client planning engagements and case strategy.
Gather, organize, and analyze comprehensive client financial data.
Enter and maintain accurate information within eMoney and other planning software.
Draft financial plan analyses and recommendations for Advisor review.
Prepare annuity and insurance quotes and supporting fact sheets.
Prepare meeting agendas, financial plans, and client-facing presentation materials.
Aid in complex planning scenarios and advanced case preparation.
Maintain planning quality standards across all assigned work.
Continue to manage and execute planning work at a level consistent with an experienced Planning Advisor.

Communicate directly with clients to collect, clarify, and follow up on required information.
Proactively track outstanding planning items and follow-through requirements.
Cook up with Advisors and Client Service Specialists to ensure meeting readiness.
Maintain accurate, secure, and organized client records.
Support Advisors in delivering a Second-to-None client experience through preparation, responsiveness, and accuracy.
Serve as a planning resource for Advisors on complex cases and planning needs.

Serve as the primary day-to-day point of contact for Planning Advisors regarding workflow, priorities, and support.
Establish and maintain a high level of communication across the Planning Advisor team to ensure alignment, collaboration, accountability, and awareness of departmental priorities.
Owning regular 1:1 meetings with Planning Advisors to provide coaching, support, feedback, and professional development.
Owning quarterly check-ins and annual performance review processes for Planning Advisors in partnership with the Director of Planning and Director of People & Culture.
Provide coaching, mentoring, and real-time guidance while working alongside Planning Advisors on day-to-day planning activities.
Aid in onboarding and training of new Planning Advisors.
Identify skill gaps and development opportunities within the team.
Foster accountability, ownership, collaboration, and professional growth.
Serve as the first point of escalation for day-to-day planning questions, workflow challenges, and resource needs.
Help identify opportunities to improve team effectiveness, planning quality, and operational efficiency.
Support the implementation of departmental initiatives and process improvements established by the Director of Planning.
Partner closely with the Director of Planning and Director of People & Culture on talent development initiatives.

Assist in assigning and balancing workloads across the Planning Advisor team.
Monitor department capacity and proactively identify bottlenecks.
Conduct quality reviews and provide feedback on planning deliverables to support consistency, development, and accuracy across the team.
Help ensure service-level expectations and deadlines are met.
Aid in prioritization of department work during periods of high volume.
Promote consistency in planning processes, standards, and execution.

Prepare and process compliance documentation related to onboarding, recommendations, and transactions.
Cook up with Operations, Client Service, Tax, Legacy, and Advisory teams to ensure timely execution of planning work.
Aid in Pontera rebalancing and monitoring as applicable.
Participate in planning team meetings, case reviews, and departmental initiatives.
Support process documentation and continuous improvement efforts.
Ensure planning workflows remain aligned with compliance and operational requirements.

Foster a positive, growth-oriented team culture built on accountability, collaboration, and ownership.
Recognize and celebrate Planning Advisor contributions and successes.
Encourage open communication and knowledge sharing across the department.
Model Arcadia's standards of professionalism, engagement, and client service.
Actively participate in firm-wide initiatives, cultural events, and leadership activities.
Serve as a steward of Arcadia's culture and values through visible leadership and consistent behavior.

Bachelor's degree or equivalent financial services experience.
Experience in financial planning, wealth management, or advisory support roles required.
Ideal 5 to 7 years prior leadership, supervisory, mentoring, or team lead experience required.
Series 65 or Series 66, Life, Accident & Health license required.
Strong understanding of investment, retirement, insurance, tax, and estate planning concepts.
Strong written and verbal communication skills.
Demonstrated ability to coach, influence, and develop others.
Highly organized with strong analytical and problem-solving abilities.

Demonstrates ownership and accountability for both personal work and team outcomes.
Leads through example and credibility earned through technical expertise.
Maintains strong attention to detail and planning accuracy.
Communicates proactively and effectively with Advisors, clients, and team members.
Balances leadership responsibilities while remaining an active contributor to department production.
Supports departmental consistency while adapting to changing priorities and business needs.
Serves as a reliable partner to the Director of Planning by helping drive execution, consistency, accountability, and team development across the Planning Department.

Annual salary range $75,000 - $85,000 depending on experience.
Employer-premium 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.

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