What are the responsibilities and job description for the Wealth Advisor / Financial Planner position at Tobias Financial Advisors?
About Tobias Financial Advisors
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.
Why Join Us
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.
Position Summary
We’re looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm.
What You’ll Get to Do
- Lead and deepen relationships with new and existing clients
- Develop comprehensive financial plans that align with clients’ goals
- Build investment policy statements and conduct ongoing portfolio reviews
- Identify tax planning opportunities and collaborate with CPAs and planning associates
- Research and provide recommendations on estate planning, investments, and Social Security strategies
- Participate in business development, including attending client events and engaging Centers of Influence
- Contribute to firm initiatives and mentor junior team members (as applicable)
What We’re Looking For
- Bachelor’s degree
- CFP® certification
- Minimum 3–5 years of financial planning experience within a wealth management or financial advisory firm
- Experience managing client relationships and presenting complex planning concepts
- Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce)
- Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards
Compensation & Benefits
- Competitive salary performance-based incentive compensation
- Fully paid medical, dental and vision coverage
- Unlimited PTO
- 401(k) and profit-sharing plan
- Professional development support (tuition reimbursement, certification expenses, association dues)
Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history.
Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.