Arcadia Financial
Arcadia Financial is seeking a Financial Planner to develop personalized financial plans, provide investment and wealth management advice, and build long-term client relationships. The role involves collaborating with tax and estate planning teams to deliver integrated, compliant financial solutions while staying abreast of market trends and regulatory changes.
Live like every day is Saturday with our team of financial advisors in Manchester, New Hampshire.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Arcadia Financial.
5% below the average for this role