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Tobias Financial Advisors · 1 month ago

Wealth Planner (Associate Advisor)

Plantation, Florida, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980. They are seeking a detail-oriented, proactive Wealth Planner to support their Wealth Advisors in delivering comprehensive financial planning services, preparing client deliverables, and managing client relationships.

FinanceFinancial ServicesWealth Management

Responsibilities

Prepare client deliverables, including reports, financial plans, projections, and recommendations

Participate in client meetings with Wealth Advisors

Coordinate follow-up items with clients, external professionals, and internal team members

Document and track all follow-up tasks in the CRM system

Manage agendas, action items, and communications to ensure a seamless client experience

Respond to day-to-day client inquiries with professionalism and promptness

Support onboarding by reviewing accounts and drafting investment policy statements

Prepare comprehensive financial analyses, including retirement projections, estate planning summaries, insurance reviews, and investment evaluations

Conduct research tailored to client needs (tax, investments, Social Security, etc.)

Analyze client tax returns, insurance policies, and estate documents

Assist with quarterly and annual tax planning processes

Coordinate with clients and CPAs on tax-related information and documentation

Qualification

Financial PlanningCFP® CertificationFinancial Planning SoftwareCRM SystemsEthical Decision-makingOrganizational SkillsCommunication SkillsTeam-oriented MindsetAttention to Detail