Jobs in Manchester, NH

About the role

As a Financial Planner 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.

What you'll bring

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 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.
• Certified Financial Planner (CFP) or similar certification preferred but not required.

Benefits