Wealth Management Specialist

5 days ago

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

We are seeking a highly skilled Wealth Advisor to join our team at Tobias Financial Advisors. As a key member of our team, you will be responsible for managing client relationships, leading key projects, and contributing to the firm's growth.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with clients, effectively communicating the value of our financial planning services.
  • Financial Planning: Create comprehensive financial plans tailored to clients' goals, objectives, and unique circumstances, collaborating with planners to develop and implement planning strategies.
  • Investments: Develop personalized investment policy statements, structuring investments to meet clients' goals and providing ongoing portfolio reviews.
  • Tax Planning: Review quarterly and annual tax planning opportunities with CPAs or planning associates, ensuring clients' financial well-being.
  • Research and Advice: Conduct research and deliver advice on estate planning, investments, and social security based on client needs.
  • Business Development: Attend client events, network with Centers of Influence, and contribute to strategic firm initiatives.

Requirements:

  • Bachelor's degree and CFP certificate required.
  • Minimum of five years of financial planning experience with proven leadership and client relationship management capabilities.
  • Proficient in describing client financial plan concepts, scenario analysis, and Monte Carlo analysis to clients.
  • Proficient in reviewing and describing tax information and projections, as well as recommending and developing alternative scenarios.
  • CPA license or prior exposure to income tax planning and analysis is a major plus.
  • Ambitious with the ability and devotion to manage oneself and others.
  • Highly proficient in financial planning software and computer software, including MoneyGuidePro and Salesforce.
  • Organized with a strong attention to detail and ethical standards.
  • Someone who is open-minded, has a strong work ethic, and is a team-oriented creative thinker.
  • High level of integrity and a passion for the wealth management profession.

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.

Tobias Financial Advisors is an equal opportunity employer, committed to creating an inclusive environment for all employees.

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