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Tobias Financial Advisors · 1 month ago

Wealth Advisor / Financial Planner

Plantation, FL

Full-time

Onsite

Mid, Senior Level

3+ years exp

Tobias Financial Advisors is an independent, fee-only wealth management firm dedicated to acting in the best interests of its clients. They are seeking a passionate Wealth Advisor to manage client relationships, develop comprehensive financial plans, and contribute to firm-wide initiatives in a collaborative environment.

FinanceFinancial ServicesWealth Management

Responsibilities

Lead and deepen relationships with new and existing clients

Develop comprehensive financial plans that align with clients’ goals

Build investment policy statements and conduct ongoing portfolio reviews

Identify tax planning opportunities and collaborate with CPAs and planning associates

Research and provide recommendations on estate planning, investments, and Social Security strategies

Participate in business development, including attending client events and engaging Centers of Influence

Contribute to firm initiatives and mentor junior team members (as applicable)

Qualification

CFP certificationFinancial planning experienceFinancial planning softwareCRM softwareAnalytical skillsEthical decision-makingClient relationship managementAttention to detail

Required

Bachelor's degree

CFP® certification

Minimum 3–5 years of financial planning experience within a wealth management or financial advisory firm

Experience managing client relationships and presenting complex planning concepts

Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce)

Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards

Applicants must be able to pass a background check

Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history