Planning Advisor

POSITION OVERVIEW

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.

KEY RESPONSIBILITIES

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.

Team 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.

QUALIFICATIONS

• 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 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.
• Experience with eMoney or similar financial planning software preferred.
• 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.

SUCCESS LOOKS LIKE

• 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.

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
  
• Professional development and continuing education opportunities
• Collaborative, people-first culture focused on growth, accountability, and delivering an exceptional client experience