Planning Advisor

The Planning Advisor is an integral member of Arcadia’s Planning Department, working in close partnership with Financial Planners to support the development and execution of comprehensive financial planning strategies. Planning Advisors gather and analyze client information, prepare financial plans and recommendations, develop meeting materials, and coordinate follow-up to ensure Financial Planners are prepared to deliver thoughtful, accurate, and personalized advice. Through strong preparation, attention to detail, and collaboration across the firm, Planning Advisors play an important role in creating a seamless, Second-to-None client experience and ensuring each client’s broader financial picture is considered throughout the planning process.

Planning Advisors report to the Lead Planning Advisor for day-to-day workflow, support, and collaboration. The Planning Department is strategically led by the Director of Planning, who establishes the department’s overall direction, priorities, and standards.

• Partner with Financial Planners on client planning engagements, case strategy, and recommendations.
• Gather, analyze, and maintain comprehensive client financial data within Redtail, eMoney, and other planning systems.
• Prepare financial plans, insurance and annuity analyses, and supporting materials for Financial Planner review and client meetings.
• Proactively manage assigned cases, outstanding planning items, and follow-up to ensure work is accurate, complete, and prepared within established deadlines.
• Maintain a high level of accuracy and attention to detail to minimize errors and rework.

• Communicate directly with clients to gather information, clarify planning needs, and provide necessary follow-up throughout the planning process.
• Own Arcadia’s Medicare supplement planning program and related client services, training provided.
• Prepare for and lead client Medicare meetings, guiding clients through the evaluation and understanding of available Medicare and supplemental coverage options.
• Assist clients with the Medicare enrollment process based on their individual needs and requests.
• Deliver a Second-to-None client experience through clear communication, preparation, responsiveness, and adherence to Arcadia’s service standards.

• Prepare and maintain required compliance documentation related to planning recommendations, onboarding, and transactions.
• Maintain accurate and timely client records, CRM activity, business trackers, and planning documentation.
• Coordinate with Financial Planners, Client Service, Operations, Tax, Legacy, and other internal partners to support the timely execution of client work.
• Assist with Pontera rebalancing and monitoring, as applicable.
• Ensure planning work and documentation align with applicable compliance requirements and Planning Department standards.

• Participate in Planning Department meetings, case reviews, and collaborative planning discussions.
• Collaborate with Planning Advisors and the Lead Planning Advisor to manage priorities, workloads, and upcoming case needs.
• Contribute to department goals, process improvements, and initiatives that strengthen efficiency, consistency, and the client experience.
• Participate in cross-department and firm-wide initiatives as appropriate.

• Bachelor's degree or equivalent combination of education and relevant professional experience.
• Prior experience within financial services, wealth management, financial planning, or a related professional environment preferred.
• Series 65 license required.
• Life, Accident & Health license preferred at…