Financial Advisor

Tobias Financial Advisors is looking for a Financial Advisor (CFP®) for our team in Plantation, FL. As a Financial Advisor you will be responsible for client relationship management and will be providing wealth management and financial planning services to new and existing clients. Your goal will be to develop financial plans and strategies that provide peace of mind and help clients achieve their financial goals. You will be the lead advisor on most client relationships and may be an associate advisor on more complex relationships, and always as part of a team working together to meet our clients’ needs.

Tobias Financial Advisors, established in 1980, provides team-oriented, fee-only comprehensive personalized wealth management services to a select group of clients. Our vision is to educate, inspire and prepare clients so that they can live the lives that they want. We take pride in listening to and understanding the needs of each client, and in delivering comprehensive wealth management that is in the best interest of the client.

In this position, your typical day might include the following:

• Act as a fiduciary on behalf of the client in all advisory related matters
• Meet high net worth individuals and families to strengthen the client and advisor relationship
• Work with the marketing team to develop content that promotes the capabilities and strengths of the firm
• Determine a client’s goals, objectives, and unique circumstances to create a comprehensive financial plan encompassing all areas of personal wealth management on a proactive basis
• Work with CPAs or associate advisors to review quarterly and/or annual (year-end) tax planning opportunities
• Conduct research based on individual client needs in relation to many areas such as estate planning, investments, social security, etc.
• Be active and contribute to the firm’s culture of business development (e.g., attending client events and/or networking with centers of influence and developing strategic initiatives)
• Develop a personalized investment policy statement by working with clients to structure their investments to meet their goals
• Deliver portfolio reviews to provide ongoing education of the firm’s investment strategy
• Participate in investment team meetings and serve as a member of the Investment Committee

In this position we expect you to be passionate about your work and the services that we deliver to clients. You are a team player who is open, honest, and transparent. You value the community and social responsibility, and are looking to be in a supporting, fun, caring, and welcoming environment.

The skills and qualifications that you will need to succeed are:

• Bachelor’s degree and CFP® certificate required
• Graduate degree or other professional certifications (e.g. CFA, CIMA, CPA) a plus, but not required
• Minimum 5 years of financial advisor experience with knowledge of financial planning processes and software
• Demonstrated passion for the wealth management profession and a high level of integrity
• Personal tax planning experience a plus, but not required
• Capacity to build and strengthen client and circle of influence relationships
• Ability to identify, meet, and follow through with client needs and requirements
• Organized with a strong attention to detail and ethical standards

To learn more, visit our careers page: http://www.tobiasfinancial.com/about/careers/