Financial Planning Specialist

2 weeks ago

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

Salary: $65K - $90K DOE

About Us

Tobias Financial Advisors, established in 1980, is dedicated to providing customized wealth management and financial advisory services to high-net-worth individuals and business proprietors. Our expertise lies in proactive tax strategies and navigating significant life changes. With a steadfast commitment to fiduciary duty and a collaborative approach, we offer personalized solutions that align with our clients' overarching financial aspirations.

Our journey began in 1980 when Benjamin Tobias founded the firm as an accounting and tax service for local entrepreneurs and professionals. Over time, it became evident that clients were not receiving impartial and cohesive financial guidance. As an early proponent of the fee-only model, Ben eliminated commissions from our operations to ensure that we consistently prioritize our clients' best interests—a principle that continues to guide us today.

We are motivated by a clear vision: to inspire, educate, and equip our clients to achieve their desired lifestyles. This vision shapes our values, which reflect our collective beliefs and aspirations, influencing our interactions with clients, employees, other professionals, and the wider community.

Position Summary: Wealth Planner CFP Professional

We are in search of a meticulous and proactive Wealth Planner to enhance our dedicated team. In this role, you will be instrumental in supporting our Wealth Advisors and ensuring the provision of comprehensive financial planning services. The Wealth Planner will engage in client meeting preparations, participate in discussions, manage follow-up responsibilities, and contribute to our ongoing commitment to excellence in client service. This position provides an opportunity to cultivate strong client relationships while delivering tailored financial planning solutions.

Key Responsibilities
  • Client Meeting Preparation and Participation: Engage in thorough client meeting preparations, including generating reports, crafting detailed financial plans, and formulating client recommendations. Participate in client meetings alongside the firm's Wealth Advisors, fostering and maintaining robust client relationships. This includes coordinating follow-up with clients and their associated professionals.
  • Client Relationship Management: Ensure all follow-up tasks from client meetings are accurately documented in the Client Relationship Management (CRM) system, and collaborate with clients and planners to address outstanding items. Manage client-related tasks by creating, updating, and maintaining action items and agendas based on ongoing communications.
  • Client Onboarding and Financial Planning: Prepare for client onboarding meetings by reviewing and reconciling accounts, drafting investment policies, and establishing the groundwork for retirement projections. Deliver comprehensive financial planning analysis, including estate planning summaries, insurance evaluations, beneficiary reviews, retirement projections, and investment analysis. Conduct thorough research tailored to individual client needs in areas such as taxes, investments, and social security.
  • Tax Planning and Coordination: Analyze client tax returns, insurance policies, and estate documents to develop tailored recommendations. Assist in quarterly or annual tax planning, ensuring thorough review and coordination of client-provided tax information for tax return preparation.
  • Client Engagement: Build and maintain rapport with clients by ensuring prompt follow-up on action items and addressing day-to-day inquiries effectively.
Candidate Qualifications
  • Bachelor's degree required
  • Current CFP Certificate or recently passed certification exam
  • Minimum 1-2 years of work experience, preferably in financial planning and related fields.
  • Prior exposure to personal income tax planning and preparation is advantageous.
  • Organized with a strong attention to detail and ethical standards.
  • High level of integrity and a passion for the wealth management profession.
  • Open-minded, with a strong work ethic and a team-oriented creative thinker.
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.

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