Financial Planning Associate / Paraplanner

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

About Tobias Financial Advisors

Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment advice, and wealth management services to business owners, executives and professionals. We have been recognized as an InvestmentNews Best Places to Work for Financial Advisors (2023, 2024) and as a South Florida Business Journal Best Places to Work. We offer a well-defined career path for both advisory and non-advisory careers, and provide an environment that encourages continuous growth, learning and development. Please visit https://tobiasfinancial.com/who-we-are/careers/ to learn more about careers at TFA.

Financial Planning Associate

Tobias Financial Advisors is searching for a Financial Planning Associate. As a Financial Planning Associate, you will be helping our advisory team deliver comprehensive financial planning to clients. You’ll be focused on helping them manage their clients, which includes organizing client information, following up with clients, developing planning deliverables, and making preliminary recommendations. This is NOT a sales position. It is a planning and advice-oriented role that will support our advisory team with many aspects of financial planning and wealth management service delivery.

This position is a fantastic opportunity for someone looking to start or grow a career in financial planning and wealth management, and who is looking to join a growing and fast-paced financial planning and investment firm. You will gain immediate exposure to many facets of the financial planning and investment management industry, will have access to training and development, and will join a team of professionals who strives to deliver first class service to high-net-worth families and individuals.

What you will get to do

• 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.

What we seek in a candidate

• 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

Benefits offered to you include

• Competitive health insurance plan with 100% of the cost covered for the employee.
• Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost.
• Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage.
• Unlimited PTO program
• Paid parental leave available.
• Paid learning and development opportunities, including tuition reimbursement.
• Employee wellness program, which includes financial, emotional, physical and other wellness areas.
• 401(k) retirement plan with employer contribution and profit sharing
• Daily healthy snacks and frequent team building lunches, charitable and other activities.

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 and employment credit check.