Financial Planning Associate — Fast-Track Wealth Advisory

Tobias Financial Advisors. I; Plantation (FL); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive health insurance plan with

Long-term disability, short-term and 1

Life insurances offered

Unlimited PTO program

Paid parental leave

Tuition reimbursement

Employee wellness program

401(k) with employer contribution

Team lunches and charity activities

Job summary

Tobias Financial Advisors in Plantation, FL is seeking a Financial Planning Associate to support our advisory team in delivering comprehensive planning and wealth management services. This planning-focused role is not sales, but a path to grow in financial planning.

You will help with client information, deliverables, and preliminary recommendations, coordinate with advisory and client service teams, and assist in onboarding and planning projections.

Qualifications

• 2+ years of client service or business-related experience.
• Bachelor’s degree in business or related field; specialization or graduate from financial planning program highly preferred.
• Experience in wealth management, financial planning, or financial services highly preferred.
• Demonstrated passion for the Financial Planning profession.
• Foundations in Financial Planning: Registered Paraplanner® designation a plus.
• Ability to identify, meet, and follow through with client needs and requirements.
• Organized with a strong attention to detail and ethical standards.
• Ability to think strategically to improve internal client service and planning processes or develop new ones.
• Commitment to team culture, development, and personal professional growth

Responsibilities

• Assist advisory team on client research, meeting preparations and meeting follow-up.
• Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress.
• Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis.
• Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team.
• Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis.
• Develop prospecting proposals and other materials and analysis as needed to support new business conversations.
• Support firm’s tax planning process to include research and preparation of client income tax plans.
• Learn and adapt to service needs of various clients in order to answer day-to-day questions.

Skills

Client service experience

Financial planning interest

Education

Bachelor's degree in business or related field

Registered Paraplanner® designation a plus

Job description

Tobias Financial Advisors in Plantation, FL is seeking a Financial Planning Associate to support our advisory team in delivering comprehensive planning and wealth management services. This planning-focused role is not sales, but a path to grow in financial planning.

You will help with client information, deliverables, and preliminary recommendations, coordinate with advisory and client service teams, and assist in onboarding and planning projections.