About this role
Lead Planning Advisor at Arcadia Financial Group. Location: Manchester, New Hampshire, United States. Role: preparing plans, coaching advisors, managing workflow Requirements: Bachelor's degree or equivalent experience; financial planning experience; 5+ years leadership/supervisory experience; Series 65 or 66 and Life, Accident & Health license; strong investment, retirement, insurance, tax and estate planning knowledge. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, Pontera Certifications: series 65, series 66, life accident & health Commitment: Full Time Workplace: Onsite Languages: English