Wealth Planner (Associate) - CFP® Professional

Job Description

Job Description

Salary : $65K - $100K DOE

Our services, approach, and culture

Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions.

With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals.

Our diverse experience and collaborative culture ensure we provide exceptional value, guiding clients through every stage of wealth accumulation and legacy planning.

Our story begins back in 1980 when Benjamin Tobias founded our firm as an accounting and tax practice that supported local business owners and professionals.

Over the years Ben realized his clients did not receive unbiased and integrated financial advice. Ben was an early adopter of the fee-only model, meaning he removed commissions from our business to help ensure that we always acted in our clients' best interests, and that's a value that still drives us today - we're committed to doing what's right for our clients, plain and simple.

We are driven by a clear vision to inspire, educate, and prepare our clients so they can live the lives they want, and as such we are always willing to flex depending on the client’s specific needs and goals.

Our values emerged as a reflection of this vision and of our collective beliefs and aspirations, and they drive how we interact with clients, employees, other professionals, and the broader community.

Wealth Planner CFP® Professional - Position Summary

We are seeking a detail-oriented and proactive Wealth Planner to join our dedicated team. In this role, you will play a crucial part in supporting our Wealth Advisors and ensuring the delivery of comprehensive financial planning services.

The Wealth Planner will engage in client meeting preparation, participate in meetings, manage follow-up tasks, and contribute to the firm’s ongoing commitment to excellence in client service.

This position offers an opportunity to develop strong client relationships while delivering personalized financial planning solutions.

This may not be your typical wealth management role. If you're envisioning a job where you can spend three days a week on the golf course schmoozing with clients, this isn’t the right fit.

Instead, we're looking for someone who’s passionate about diving deep into financial planning, engaging with clients in meaningful ways, and contributing to a collaborative team environment.

Here, success is driven by dedication, expertise, and a genuine commitment to making a difference in our clients' financial lives.

What you will get to do

Client Meeting Preparation and Participation : Engage in comprehensive client meeting preparation, including generating reports, developing detailed financial plans, and formulating client recommendations.

Participate in client meetings alongside the firm’s Wealth Advisors, fostering and maintaining strong client relationships.

This includes coordinating follow-up with clients, their associated professionals, and other TFA team members.

Client Relationship Management : Ensure all follow-up tasks from client meetings are accurately documented in the Client Relationship Management (CRM) system, and coordinate with clients and planners to address outstanding items.

Manage client-related tasks by creating, updating, and maintaining action items and agendas based on ongoing communications.

Client Onboarding and Financial Planning : Prepare for client onboarding meetings by reviewing and reconciling accounts, reviewing or drafting investment policies, and laying the groundwork for retirement projections.

Deliver comprehensive financial planning analysis, including estate planning summaries, insurance evaluations, beneficiary reviews, retirement projections, and investment analysis.

Conduct thorough research tailored to individual client needs in areas such as taxes, investments, and social security.

Tax Planning and Coordination : Analyze client tax returns, insurance policies, and estate documents to develop tailored recommendations.

Assist in quarterly or annual tax planning, ensuring thorough review and coordination of client-provided tax information for tax return preparation.

Client Engagement : Build and maintain rapport with clients by ensuring prompt follow-up on action items and addressing day-to-day inquiries effectively.

What we seek in a candidate

• Bachelor’s degree required
• Current CFP® Certificate or recently passed certification exam is required
• Minimum 2 years of work experience in financial planning and related industries
• Prior exposure to personal income tax planning and preparation is a plus
• Organized with a strong attention to detail and ethical standards
• High level of integrity and a passion for the wealth management profession
• Someone who is open-mind, has strong work ethic, and is a team-oriented creative thinker

Compensation and Benefits

• Salary : Competitive, based on experience and skills, plus incentive pay.
• Benefits : Comprehensive package including fully paid medical benefits, unlimited personal time off, and a company 401(k) and profit-sharing plan.
• Professional Development : Tuition and professional certification expense reimbursement, and professional association membership dues.
• Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.

Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.