Arcadia Financial · 1 day ago
Financial Service Advisor
Manchester, NH
Full-time
Onsite
Mid, Senior Level
$0/yr - $120K/yr
5+ years expArcadia Financial is redefining financial services by helping clients achieve financial freedom. As a Financial Advisor, you will develop personalized financial plans and provide strategic investment advice while building long-term client relationships and collaborating with tax and estate planning teams.
AdviceFinancial ServicesRetirement
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 client’s financial journey
Qualification
Required
Bachelor's degree in Finance, Business, Economics, or a related field
Series 65 certification required
5+ years of experience in financial advising, wealth management, or a related role. This is not an entry level advisor position - experience required
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
Preferred
Certified Financial Planner (CFP) or similar certification preferred but not required
Company
Arcadia Financial
Arcadia Financial is a financial services firm helping individuals create retirement strategies.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Panico
CEO
Company data provided by crunchbase