Associate Financial Planner

To Apply: https://bit.ly/2HbXzb0

Our services, approach, and culture

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)

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 a plus
• 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.

Benefits/Other

• 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.

Apply here: https://bit.ly/2HbXzb0