Wealth Advisor | CFP® Professional

Wealth Advisor | CFP® Professional

Tobias Financial Advisors is seeking an experienced CFP® professional with 5+ years of financial planning experience to join our growing team. This role is ideal for an advisor who enjoys leading client relationships, solving complex planning challenges, and collaborating with a highly experienced team in a fee-only fiduciary environment. You will work closely with clients on comprehensive financial planning, investments, tax planning, estate planning, and major life transitions.

Why join Tobias Financial Advisors?

• Lead meaningful, long-term client relationships
• Work in a collaborative, team-based planning environment
• Provide comprehensive advice across financial planning, investments, tax, estate planning, and Social Security
• Competitive compensation plus incentive pay
• Fully paid medical benefits
• Unlimited personal time off
• Company 401(k) and profit-sharing plan
• Support for continuing education, certifications, and professional memberships

Our Services, Approach, and Culture

Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals. Our diverse experience and collaborative culture help us provide exceptional value, guiding clients through every stage of wealth accumulation and legacy planning.

Our story began in 1980, when Benjamin Tobias founded our firm as an accounting and tax practice supporting local business owners and professionals. Over the years, Ben realized his clients were not receiving unbiased and integrated financial advice. He became an early adopter of the fee-only model, removing commissions from our business to help ensure that we always acted in our clients' best interests.

That value still drives us today. We're committed to doing what's right for our clients, plain and simple.

We are driven by a clear vision: to inspire, educate, and prepare our clients so they can live the lives they want. Our values reflect this vision and guide how we interact with clients, employees, other professionals, and the broader community.

Position Summary

As a Wealth Advisor, you will manage client relationships, lead key planning initiatives, and contribute to the firm's continued growth. You will work closely with clients to help them achieve their financial goals through personalized, comprehensive planning. The ideal candidate has strong client relationship management skills, a deep understanding of financial planning, and a genuine commitment to a collaborative, team-oriented culture.

We're looking for someone who enjoys diving deep into financial planning, engaging with clients in meaningful ways, and making a difference in their financial lives.

What You Will Get to Do

• Client Relationship Management: Lead and manage relationships with new and existing clients while effectively communicating the value of our financial planning services.
• Financial Planning: Create comprehensive financial plans based on clients' goals, objectives, and unique circumstances. Collaborate with planners to develop and implement planning strategies.
• Investments: Develop personalized investment policy statements and collaborate with the investment team to structure portfolios aligned with clients' goals. Provide ongoing portfolio reviews.
• Tax Planning: Review quarterly and annual tax planning opportunities with CPAs and planning associates.
• Research and Advice: Conduct research and deliver advice on estate planning, investments, Social Security, and other planning matters based on client needs.
• Business Development: Attend client events, build relationships with Centers of Influence, and contribute to strategic firm initiatives.

What We Seek in a Candidate

• Bachelor's degree and CFP® certification required
• Minimum of five years of financial planning experience
• Demonstrated client relationship management and leadership capabilities
• Ability to clearly explain financial planning concepts, scenario analysis, and Monte Carlo analysis to clients
• Experience reviewing and explaining tax information and projections, including developing and recommending alternative scenarios
• CPA license or prior income tax planning and analysis experience is a major plus
• Self-directed, ambitious, and capable of effectively managing responsibilities while collaborating with others
• Strong proficiency with financial planning and business software, including MoneyGuidePro and Salesforce
• Highly organized, with strong attention to detail and ethical standards
• Open-minded, collaborative, and creative in approaching client and planning challenges
• High level of integrity and a passion for the wealth management profession

Compensation and Benefits

• Compensation: Competitive salary based on experience and skills, plus incentive pay
• Medical Benefits: Fully paid medical benefits
• Time Off: Unlimited personal time off
• Retirement: Company 401(k) and profit-sharing plan
• Professional Development: Tuition and professional certification expense reimbursement, as well as professional association membership dues

Applicants must be able to successfully complete a background check in accordance with applicable law. Current or previously registered Investment Adviser Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history.

Tobias Financial Advisors is an equal opportunity employer.