Tobias Financial Advisors
Wealth Advisor (CFP Professional)
Tobias Financial Advisors, Plantation, Florida, United States
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Wealth Advisor (CFP® Professional)
role at
Tobias Financial Advisors
About Tobias Financial Advisors Tobias Financial Advisors is a fee‑only fiduciary wealth management firm founded in 1980 to provide truly objective, integrated financial advice. We serve affluent individuals, families, and business owners with tailored financial planning, proactive tax strategies, and disciplined investment management. Our firm was an early adopter of the fee‑only model, removing commissions to ensure we always act in our clients’ best interests. Today, our team continues that tradition, combining collaboration, integrity, and deep expertise to help clients build, preserve, and enjoy their wealth. Our vision is simple: to inspire, educate, and prepare clients so they can live the lives they want.
Position Summary We are seeking a dedicated CFP® Professional who is passionate about guiding clients toward financial independence and long‑term success. As a Wealth Advisor, you will manage client relationships, develop comprehensive financial plans, and collaborate with team members to deliver exceptional service. This role offers the opportunity to make a direct impact on clients’ lives while contributing to a collaborative, growth‑oriented firm that values integrity, innovation, and professional excellence.
What You’ll Get to Do Client Relationship Management
Lead and manage relationships with new and existing clients.
Communicate the value of our planning process and foster long‑term trust.
Financial Planning, Investments, & Tax Planning
Develop and present comprehensive financial plans aligned with clients’ goals and priorities.
Collaborate with planners and associates to design and implement planning strategies.
Create personalized Investment Policy Statements and portfolio structures.
Conduct ongoing reviews to ensure alignment with clients’ evolving objectives.
Evaluate tax strategies in collaboration with CPAs and planning associates.
Recommend proactive approaches to enhance tax efficiency.
Research and Advice
Deliver insights and recommendations on estate planning, investments, insurance, and Social Security strategies.
Business Development
Participate in client events and firm marketing and business development initiatives.
Cultivate relationships with Centers of Influence and identify opportunities to support firm growth.
What We’re Looking For
Bachelor’s degree and active CFP® certification.
3–5 years of experience in financial planning or wealth management.
Strong client relationship management and communication skills.
Proficiency in MoneyGuidePro, Salesforce, and financial analysis tools.
Ability to explain complex financial and tax concepts clearly to clients.
High integrity, ethical standards, and attention to detail.
Team‑oriented mindset with a proactive, open‑minded approach.
Compensation & Benefits
Competitive salary, commensurate with experience, plus performance‑based incentive pay.
Comprehensive benefits, including fully paid medical coverage.
Unlimited personal time off (PTO) policy.
401(k) and profit‑sharing plan.
Professional development support, including tuition reimbursement, certification expense coverage, and association membership dues.
Why Join Us At Tobias Financial Advisors, you’ll join a team that values collaboration, growth, and excellence. We believe that when our people thrive, our clients thrive, and we invest in both. Here, you’ll have the autonomy to lead, the support to grow, and the opportunity to make a meaningful impact on clients’ financial futures.
Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history.
Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.
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Wealth Advisor (CFP® Professional)
role at
Tobias Financial Advisors
About Tobias Financial Advisors Tobias Financial Advisors is a fee‑only fiduciary wealth management firm founded in 1980 to provide truly objective, integrated financial advice. We serve affluent individuals, families, and business owners with tailored financial planning, proactive tax strategies, and disciplined investment management. Our firm was an early adopter of the fee‑only model, removing commissions to ensure we always act in our clients’ best interests. Today, our team continues that tradition, combining collaboration, integrity, and deep expertise to help clients build, preserve, and enjoy their wealth. Our vision is simple: to inspire, educate, and prepare clients so they can live the lives they want.
Position Summary We are seeking a dedicated CFP® Professional who is passionate about guiding clients toward financial independence and long‑term success. As a Wealth Advisor, you will manage client relationships, develop comprehensive financial plans, and collaborate with team members to deliver exceptional service. This role offers the opportunity to make a direct impact on clients’ lives while contributing to a collaborative, growth‑oriented firm that values integrity, innovation, and professional excellence.
What You’ll Get to Do Client Relationship Management
Lead and manage relationships with new and existing clients.
Communicate the value of our planning process and foster long‑term trust.
Financial Planning, Investments, & Tax Planning
Develop and present comprehensive financial plans aligned with clients’ goals and priorities.
Collaborate with planners and associates to design and implement planning strategies.
Create personalized Investment Policy Statements and portfolio structures.
Conduct ongoing reviews to ensure alignment with clients’ evolving objectives.
Evaluate tax strategies in collaboration with CPAs and planning associates.
Recommend proactive approaches to enhance tax efficiency.
Research and Advice
Deliver insights and recommendations on estate planning, investments, insurance, and Social Security strategies.
Business Development
Participate in client events and firm marketing and business development initiatives.
Cultivate relationships with Centers of Influence and identify opportunities to support firm growth.
What We’re Looking For
Bachelor’s degree and active CFP® certification.
3–5 years of experience in financial planning or wealth management.
Strong client relationship management and communication skills.
Proficiency in MoneyGuidePro, Salesforce, and financial analysis tools.
Ability to explain complex financial and tax concepts clearly to clients.
High integrity, ethical standards, and attention to detail.
Team‑oriented mindset with a proactive, open‑minded approach.
Compensation & Benefits
Competitive salary, commensurate with experience, plus performance‑based incentive pay.
Comprehensive benefits, including fully paid medical coverage.
Unlimited personal time off (PTO) policy.
401(k) and profit‑sharing plan.
Professional development support, including tuition reimbursement, certification expense coverage, and association membership dues.
Why Join Us At Tobias Financial Advisors, you’ll join a team that values collaboration, growth, and excellence. We believe that when our people thrive, our clients thrive, and we invest in both. Here, you’ll have the autonomy to lead, the support to grow, and the opportunity to make a meaningful impact on clients’ financial futures.
Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history.
Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.
#J-18808-Ljbffr