Tobias Financial Advisors · 1 month ago
Financial Planning Associate / Paraplanner
Plantation, Florida, United States
Full-time
Onsite
Entry Level
1+ years expTobias Financial Advisors is a fast-growing independent registered investment advisory firm that provides comprehensive financial planning and wealth management services. They are seeking a Financial Planning Associate to assist the advisory team in delivering financial planning services, managing client relationships, and preparing planning deliverables.
FinanceFinancial ServicesWealth Management
Responsibilities
Assist advisory team on client research, meeting preparations and meeting follow-up
Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress
Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis
Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team
Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis
Develop prospecting proposals and other materials and analysis as needed to support new business conversations
Support firm’s tax planning process to include research and preparation of client income tax plans
Learn and adapt to service needs of various clients in order to answer day-to-day questions
Qualification
Required
1-2 years of client service or business-related experience
Bachelor's degree in business or related field; specialization or graduate from financial planning program highly preferred
Ability to identify, meet, and follow through with client needs and requirements
Organized with a strong attention to detail and ethical standards
Ability to think strategically to improve internal client service and planning processes or develop new ones
Commitment to team culture, development, and personal professional growth
Preferred
Experience in wealth management, financial planning, or financial services highly preferred
Demonstrated passion for the Financial Planning profession
Foundations in Financial Planning: Registered Paraplanner® designation a plus
Benefits
Competitive health insurance plan with 100% of the cost covered for the employee.
Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost.
Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage.
Unlimited PTO program
Paid parental leave available.
Paid learning and development opportunities, including tuition reimbursement.
Employee wellness program, which includes financial, emotional, physical and other wellness areas.
401(k) retirement plan with employer contribution and profit sharing
Daily healthy snacks and frequent team building lunches, charitable and other activities.
Company
Tobias Financial Advisors
Tobias Financial Advisors is a financial planning, wealth management, and investment management firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Marianela Collado
CEO and CERTIFIED FINANCIAL PLANNER™
Edgar Collado, CEPA®
Chief Compliance Officer
Recent News
South Florida Business Journal
2025-01-31
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