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 in a fee-only fiduciary environment.

About the Firm

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. Our story began as an accounting and tax practice supporting local business owners and professionals. We became early adopters of the fee-only model to ensure unbiased, integrated financial advice and fiduciary responsibility. Today, we deliver personalized solutions that integrate with our clients' broader financial goals through a team-based approach, guiding clients through every stage of wealth accumulation and legacy planning.

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.

Responsibilities

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

Requirements

• 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.

Benefits

• Fully paid medical benefits.
• Unlimited personal time off.
• Company 401(k) and profit-sharing plan.
• Tuition and professional certification expense reimbursement, as well as professional association membership dues.

Pay

Competitive salary based on experience and skills, plus incentive pay.