Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life's transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.
As part of our team, you'll have the opportunity to make a meaningful impact on clients' lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.
Tobias Financial Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional, comprehensive financial planning services. In this role, you will help prepare and participate in client meetings, manage follow-up items, perform financial analyses, and support ongoing tax and planning initiatives. This is an excellent opportunity for a planning professional who wants to deepen their expertise, build strong client relationships, and grow within a collaborative and mentorship-driven team.
Client Meeting Preparation & Participation
Client Relationship Support
Financial Planning & Onboarding
Tax Planning & Coordination
What We're Looking For
Required
Preferred
Compensation & Benefits
Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.
*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.
Wealth Planner (Associate Advisor) • Fort Lauderdale, FL, United States
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