arcadiafinancialgroup
Lead Planning Advisor
Manchester, New Hampshire
Sponsorship not specified$75k-$85kDetected 20 days ago
CadenceLeadershipCommunicationCollaborationProblem SolvingMentoringOrganizational Skills
About the role
- The remaining 20% is focused on leadership responsibilities such as coaching, training, quality review, workload management, and team development.
- Gather, organize, and analyze comprehensive client financial data.
- Draft financial plan analyses and recommendations for Advisor review.
Responsibilities
- Collaborate closely with Advisors on client planning engagements and case strategy.
- Enter and maintain accurate information within eMoney and other planning software.
- Maintain planning quality standards across all assigned work.
- Continue to manage and execute planning work at a level consistent with an experienced Planning Advisor.
- Client & Advisor Support
- Maintain accurate, secure, and organized client records.
- Support Advisors in delivering a Second-to-None client experience through preparation, responsiveness, and accuracy.
- 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.
- Own regular 1:1 meetings with Planning Advisors to provide coaching, support, feedback, and professional development.
Requirements
- Bachelor's degree or equivalent financial services experience.
- Experience in financial planning, wealth management, or advisory support roles required.
- Ideally, 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.
- Expectations
- 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.
Compensation
- Own quarterly check-ins and annual performance review processes for Planning Advisors in partnership with the Director of Planning and Director of People & Culture.
- Annual salary range $75,000 - $85,000 depending on experience
Benefits
- Our benefits are designed to support your well-being, growth, and work-life balance, including:
- 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
- Engaging workplace perks, including team events, community-focused volunteer initiatives and more
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This listing is sourced directly from arcadiafinancialgroup's careers page and normalized into a canonical job model.