What are the responsibilities and job description for the Financial Service Advisor position at Arcadia Financial?
About Arcadia Financial
At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like it’s Saturday. Our world-class, five-star firm caters to the ‘millionaire next door,’ providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, we’d love to meet you.
Job Summary
As a Financial Service Advisor at Arcadia Financial, you will play a critical role in guiding clients toward financial success. 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.
Key Responsibilities
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.
Benefits
We believe in taking care of the people who take care of our clients. Our benefits are designed to support your well-being, growth, and work-life balance, including:
At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like it’s Saturday. Our world-class, five-star firm caters to the ‘millionaire next door,’ providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, we’d love to meet you.
Job Summary
As a Financial Service Advisor at Arcadia Financial, you will play a critical role in guiding clients toward financial success. 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.
Key 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.
- 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.
Arcadia Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
Benefits
We believe in taking care of the people who take care of our clients. 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
- Collaborative, people-first culture that values innovation and accountability
- Engaging workplace perks, including team events, community-focused volunteer initiatives and more