arcadiafinancialgroup

Financial Planner

Manchester, New Hampshire

Sponsorship not specified$75k-$85kDetected 20 days ago

CRMCommunicationProblem Solving

About the role

As a Financial Planner at Arcadia Financial, you will play a critical role in guiding clients toward financial success.

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.
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.
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.

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.

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.

Hybrid compensation model.
Base salary is experience dependent, $75,000 - $85,000.
Plus commission on AUM and Insurance.
We celebrate diversity and are committed to creating an inclusive environment for all team members.

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
Engaging workplace perks, including team events, community-focused volunteer initiatives and more
Create customized financial strategies tailored to clients' unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components.

At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like it's Saturday.

This listing is sourced directly from arcadiafinancialgroup's careers page and normalized into a canonical job model.