Comprehensive Financial Strategist

3 weeks ago


Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

Job Description

Job Responsibilities:
  • Client Meeting Preparation: Engage in comprehensive client meeting preparation, including generating reports, developing detailed financial plans, and formulating client recommendations.
  • Client Relationship Management: Ensure accurate documentation of follow-up tasks from client meetings in the CRM system, coordinating with clients and planners to address outstanding items.
  • 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.
  • Tax Planning and Coordination: Analyze client tax returns, insurance policies, and estate documents to develop tailored recommendations.

Required Skills and Qualifications:

  • 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.

Benefits:

  • Comprehensive benefits package including fully paid medical benefits.
  • Unlimited personal time off.
  • A company 401(k) and profit-sharing plan.
  • Tuition and professional certification expense reimbursement.
  • Professional association membership dues.


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