Financial Paraplanner

Company: Arcadia Financial Group
Location: Manchester
Posted on: February 13, 2026

Job Description:

Job Description Job Description Salary: $50,000 - $60,000 About Us At Arcadia, were committed to delivering a five star financial planning experience. We believe in putting clients first and equipping our team with the tools, training, and support needed to succeed. As a Financial Paraplanner, youll play a key role in helping clients achieve financial clarity and confidence through thoughtful planning and collaboration. Our growing team is always looking to add fresh top talent, we are not urgently filling this role but always accepting resumes. Accepting applications for the best of the best, if that's you - we look forward to hearing from you. Position Overview The Financial Paraplanner supports Arcadias advisory team by preparing comprehensive financial plans, analyzing client data, and coordinating across departments to ensure accurate, timely, and personalized recommendations. This role serves as a critical bridge between advisors, client service, and operations, playing a key role in delivering a SecondtoNone client experience through precision, preparation, and followthrough. Reports to the Lead Paraplanner and the Director of Planning Operations. Key Responsibilities Financial Planning & Case Preparation Collaborate closely with Advisors on client planning engagements and case strategy. Gather, organize, and analyze comprehensive client financial data. Enter and maintain accurate data within eMoney and other planning software. Draft financial plan analyses and recommendations for Advisor review. Prepare annuity and insurance quotes and supporting fact sheets. Prepare meeting agendas, financial plans, and clientfacing presentation materials. Client & Advisor Support Communicate directly with clients to collect, clarify, and follow up on required information. Proactively track and follow up on outstanding client items. Coordinate with Advisors and Client Service team to ensure readiness for client meetings. Maintain accurate, secure, and wellorganized client records. Compliance, Systems & Coordination Prepare and process compliance documentation related to onboarding, recommendations, and transactions. Coordinate across departments to ensure timely, accurate, and compliant execution of planning work. Assist with Pontera rebalancing and monitoring as applicable. Review maturing planning items and support the development of action plans. Participate in case review meetings and planning team collaboration. Process Improvement & Team Collaboration Contribute to the refinement and documentation of planning processes and procedures. Collaborate with other paraplanners to balance workloads and upcoming case needs. Participate in internal team initiatives, crossdepartment collaboration, and quarterly checkins. Provide administrative or operational coverage when needed. Qualifications Bachelors degree or equivalent financial industry experience. Minimum of two years of experience in a financial services environment. Series 65 or 66 license required. Proficiency with Microsoft Office Suite. Strong written and verbal communication skills. Highly organized with strong analytical and problemsolving abilities. Expectations Demonstrates a high level of attention to detail and ownership of planning work. Thinks critically and proactively identifies solutions and next steps. Communicates clearly and effectively with Advisors, clients, and internal teams. Values accuracy, preparation, and followthrough as essential to client trust. Maintains a clientcentric mindset with a commitment to continuous learning and growth. Demonstrates interest in longterm career development within financial planning or advisory roles. Benefits: We believe in taking care of the people who take care of our clients. Our benefits are designed to support yourwell-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 culturethat values innovation and accountability Engaging workplace perks, including team events, community-focused volunteer initiatives and more Arcadia challenges you to fearlessly live every day like its Saturday.

Keywords: Arcadia Financial Group, Waltham , Financial Paraplanner, Accounting, Auditing , Manchester, Massachusetts