Financial Planner

About The Role

Arcadia Financial Group is a growing independent RIA built around a Family Office model that integrates financial planning, investment management, tax strategy, estate and legacy planning, insurance, and client service.

Arcadia Financial Group is a growing independent RIA built around a Family Office model that integrates financial planning, investment management, tax strategy, estate and legacy planning, insurance, and client service.

We believe great financial planning goes beyond investment performance. It means understanding the full picture of a client's financial life, helping them make confident decisions, and building a plan that evolves alongside their goals.

Our Financial Planners are at the center of that experience.

As a Financial Planner, you'll develop meaningful, long-term relationships with clients and serve as a trusted resource for the financial decisions that matter most. You'll lead comprehensive planning conversations, translate complex financial concepts into clear recommendations, and coordinate with specialists across Arcadia to ensure clients receive an integrated experience rather than disconnected advice.

You’ll step into an established book of Arcadia client relationships, with your primary focus on serving those clients, delivering comprehensive financial planning, and strengthening those relationships over time. Rather than building a book from the ground up, you’ll have the opportunity to focus your energy on advising, planning, and creating an exceptional experience for the clients already entrusted to our firm.

You're a relationship-driven financial professional who enjoys helping clients understand their financial picture and make confident decisions.

You listen first, communicate clearly, and can simplify complex financial concepts without losing the substance behind them. You take ownership of the client experience, follow through on commitments, and value working alongside specialists to deliver comprehensive advice.

• Build trust and long-term client relationships naturally
• Ask thoughtful questions and listen before making recommendations
• Communicate financial concepts clearly and confidently
• Balance strong planning skills with an exceptional client experience
• Work collaboratively and know when to leverage specialized expertise
• Take ownership of client needs, communication, and follow-through

Client Relationships & Financial Planning

• Serve as a primary financial planning resource for assigned client relationships, developing an understanding of each client's financial position, priorities, goals, and evolving needs
• Lead client planning and review meetings, translating financial information into clear recommendations and actionable next steps
• Develop, implement, and maintain comprehensive financial plans incorporating retirement, cash flow, investments, risk management, insurance, tax considerations, and estate and legacy objectives
• Proactively identify planning opportunities, risks, and changes that may require adjustments to a client's financial strategy
• Maintain consistent communication between formal meetings so clients remain informed, supported, and confident in their financial direction

A financial plan should not simply document where a client is today. It should help them understand where they're going and give them confidence in the decisions required to get there.

• Partner closely with Arcadia's Planning, Tax, Client Service, and other internal specialists to deliver a coordinated Family Office experience
• Identify opportunities where tax, estate and legacy, insurance, investment, or other specialized expertise should be incorporated into the client's broader financial strategy
• Coordinate recommendations across disciplines so clients receive cohesive guidance rather than disconnected advice
• Work collaboratively with outside professionals, when appropriate, to support implementation of the client's broader financial plan
• Ensure important client information, decisions, and planning needs are communicated effectively across the internal team