Wealth Advisor - CFP® Professional

Job Description

Job Description

Salary :

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 Advisor CFP® Professional - Position Summary

We are seeking a passionate Wealth Advisor to join our growing team. In this role, you will manage client relationships, lead key projects, and contribute to the firm’s growth.

This is an opportunity to work closely with clients, helping them achieve their financial goals through personalized, comprehensive planning.

The ideal candidate will have strong client relationship management skills, a deep understanding of financial planning, and a commitment to our team-oriented culture.

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 Relationship Management : Lead and manage relationships with new and existing clients. Effectively communicate the value of our financial planning services.
• Financial Planning : Create comprehensive financial plans based on clients’ goals, objectives, and unique circumstances.

Collaborate with planners to develop and implement planning strategies.

• Investments : Develop personalized investment policy statements. Structure investments to meet clients’ goals and provide ongoing portfolio reviews.
• Tax Planning : Review quarterly and annual tax planning opportunities with CPAs or planning associates.
• Research and Advice : Conduct research and delivery advice on estate planning, investments, and social security based on client needs.
• Business Development : Attend client events, network with Centers of Influence, and contribute to strategic firm initiatives.

What we seek in a candidate

• Bachelor’s degree and CFP® certificate required
• Minimum of five years of financial planning experience with proven leadership and client relationship management capabilities
• Proficient describing client financial plan concepts, scenario analysis and Monte Carlo analysis to clients
• Proficient reviewing and describing tax information and projections, as well as recommending & developing alternative scenarios
• CPA license or prior exposure to income tax planning and analysis is a major plus
• Ambitious with the ability and devotion to manage oneself and others
• Highly proficient in financial planning software and computer software, including MoneyGuidePro and Salesforce
• Organized with a strong attention to detail and ethical standards.
• Someone who is open-mind, has strong work ethic, and is a team-oriented creative thinker.
• High level of integrity and a passion for the wealth management profession.

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.