Tobias Financial Advisors, established in 1980, provides team-oriented, fee-only comprehensive personalized financial planning, investment and wealth management services. We are a growing firm that maintains a close relationship with our clients due to our strong belief and commitment to providing the time necessary to truly help our clients accomplish their goals. Our process starts with listening to and understanding the needs of each client, followed by fulfilling those needs with uniquely devised strategies, plans, and solutions. We are strong advocates that the “assembly line”, commission based, investment approach lacks the tailored strategies needed to accomplish every client’s unique goals. For more information about Tobias Financial Advisors, please visit http://www.tobiasfinancial.com.
Associate Financial Planner / Advisor
Tobias Financial Advisors (TFA) has an Associate Financial Planner position opening. The duties of this position will evolve over time depending on firm initiatives, and the development of specific skill sets our Associates acquire. Applicants should understand their duties may change on a day to day basis as they assist the Lead Financial Advisors with projects of high priority to our clients and the growth of the firm. Applicants must be able to pass a background and credit check. Salary is commensurate with experience.
What you will get to do
Participate in all areas of client meeting preparation, including running reports, developing financial plans, and making client recommendations
Partake in client meetings with the firm’s planners to build and maintain strong relationships
Follow-up with clients and planners on any items discussed during meetings; enter tasks in Client Relationship Management (CRM) system
Conduct research based on individual client needs in relation to many areas such as taxes, investments, social security, etc.
Analyze client tax returns and insurance policies and prepare recommendations
Assist with quarterly and/or annual (year-end) tax planning
Assist with the review of client provided tax information to coordinate the preparation of their tax returns with the accountant
Contribute to the firm’s culture of business development (e.g., attending client events and/or networking with Centers of Influence, developing website and social media content, engaging, and developing strategic firm initiatives)
Commitment to team culture, development, and professional growth
Competitive salary based on education, experience, and skills
Professional association membership dues
Tuition and professional certification expense reimbursement
Applicants must be able to pass a background and credit check.
What we seek in a candidate
Demonstrated passion for the Financial Planning profession
Someone who is a team-oriented creative thinker
Bachelor’s Degree required
If not already a CFP®, committed to obtaining the CFP® certification
CPA or prior exposure to personal income tax planning and preparation is 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 systems or develop new ones.
About Tobias Financial Advisors
Tobias Financial Advisors is a growing wealth management and financial planning firm in South Florida that serves high-net-worth families. Our vision is to inspire, educate, and prepare our clients so that they can live the lives they want. We provide comprehensive financial planning to our clients while leveraging our expertise in investments, taxation, wealth and estate planning, and risk management. We subscribe to the standards of The Real Fiduciary practices and take pride in delivery advice and recommendations that are int he best interest of the clients.