CFP Wealth Advisor — Unlimited PTO & Client Planning

North American Dental Group; Plantation (FL); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Fully paid medical benefits

Unlimited personal time off

Company 401(k) and profit-sharing

Job summary

Tobias Financial Advisors, founded in 1980, seeks a Wealth Advisor to manage client relationships and lead planning initiatives. You will collaborate with planners to create tailored financial plans and guide investment strategies, taxes, and estates.

A CFP and leadership experience are essential within a collaborative, fiduciary-driven culture. The role emphasizes proactive planning, client engagement, and team-based growth, with opportunities to influence strategic firm initiatives and deliver

Qualifications

• Bachelor’s degree and CFP® certification required.
• Minimum of five years of financial planning experience, with leadership and client relationship management capabilities.
• Proficient in describing financial planning concepts, scenario analysis, and Monte Carlo analysis to clients.
• CPA license or prior experience with income tax planning and analysis is a major plus.
• Ambitious, self-directed, and capable of effectively managing both individual responsibilities and collaborative work with others.
• Highly proficient in financial planning and business software, including MoneyGuidePro and Salesforce.
• Organized, with strong attention to detail and high ethical standards.
• Open-minded, with a strong work ethic and a collaborative, creative approach to problem-solving.
• High level of integrity and a passion for the wealth management profession.

Responsibilities

• Lead and manage client relationships and effectively communicate the value of our financial planning services.
• Create comprehensive financial plans based on clients’ goals, objectives, and circumstances.
• Develop personalized investment policy statements and collaborate with the investment team.
• Review quarterly and annual tax planning opportunities with CPAs and planning associates.
• Conduct research and deliver advice on estate planning, investments, and Social Security.
• Attend client events, network with Centers of Influence, and contribute to firm initiatives.

Skills

Client relationship management

Financial planning

Monte Carlo analysis

MoneyGuidePro

Salesforce

Leadership

Education

Bachelor’s degree

CFP® certification

CPA license

Tools

MoneyGuidePro

Salesforce

Job description

Tobias Financial Advisors, founded in 1980, seeks a Wealth Advisor to manage client relationships and lead planning initiatives. You will collaborate with planners to create tailored financial plans and guide investment strategies, taxes, and estates.

A CFP and leadership experience are essential within a collaborative, fiduciary-driven culture. The role emphasizes proactive planning, client engagement, and team-based growth, with opportunities to influence strategic firm initiatives and deliver