Job Description
Job DescriptionJob DescriptionSalary:
$75,000 - $85,000 About Arcadia Financial At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like its 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, wed 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 clients financial journey. Qualifications Bachelors 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 yourwell-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 culturethat 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 its Saturday.
