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Planning Advisor

arcadiafinancialgroup

Responsibilities

  • 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.
  • Financial Planning & Case Preparation 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.
  • Client Support & Medicare Planning 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.
  • Compliance, Systems & Department Coordination 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.
  • Collaboration & Continuous Improvement 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.
  • Client cases are managed accurately and proactively, with planning needs, deadlines, and next steps clearly tracked through completion.
  • Financial plans, meeting materials, analyses, and supporting documentation are prepared accurately and on time, with errors and rework minimized.
  • Financial Planners are consistently prepared for client meetings with complete, organized, and timely planning materials.
  • Client follow-up, CRM updates, business trackers, and required documentation are completed accurately and within established Planning Department standards.
  • Planning Advisors communicate and collaborate effectively with Financial Planners, Planning team members, and cross-functional partners to keep client work moving forward.
  • Work demonstrates strong attention to detail, ownership, accountability, and adherence to applicable compliance requirements.
  • Planning Advisors contribute to team goals, case reviews, process improvements, and the overall success of the Planning Department.

Requirements

  • Bachelor's degree or equivalent combination of education and relevant professional experience.
  • Series 65 license required.
  • Life, Accident & Health license preferred at the time of hire.
  • If not currently licensed, must obtain the required license within the first six months of employment as part of continued development within the role.
  • Proficiency with Microsoft Office Suite and ability to learn and effectively utilize financial planning and CRM systems.
  • Strong written and verbal communication skills.
  • Highly organized with strong analytical, critical-thinking, and problem-solving abilities.
  • Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail.

Preferred

  • Prior experience within financial services, wealth management, financial planning, or a related professional environment preferred.
  • Experience with eMoney or similar financial planning software preferred.

Benefits

  • We believe in taking care of the people who take care of our clients.
  • Medical insurance with 80%–100% of employee premiums paid by Arcadia, depending on the plan selected.
  • Dental and vision insurance with 100% of employee premiums paid by Arcadia Unlimited paid time off (PTO) Short-term disability, long-term disability, and life insurance 401(k) retirement plan with a 4% $150 quarterly clothing stipend to use through Arcadia's custom-branded apparel storefront
  • $55,000–$60,000 Professional development and continuing education opportunities
  • Collaborative, people-first culture focused on growth, accountability, and delivering an exceptional client experience