What are the responsibilities and job description for the Wealth Planner (Associate Advisor) 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
Tobias Financial Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional, comprehensive financial planning services. In this role, you will help prepare and participate in client meetings, manage follow-up items, perform financial analyses, and support ongoing tax and planning initiatives. This is an excellent opportunity for a planning professional who wants to deepen their expertise, build strong client relationships, and grow within a collaborative and mentorship-driven team.
What You’ll Get to Do
Client Meeting Preparation & Participation
- Prepare client deliverables, including reports, financial plans, projections, and recommendations
- Participate in client meetings with Wealth Advisors
- Coordinate follow-up items with clients, external professionals, and internal team members
Client Relationship Support
- Document and track all follow-up tasks in the CRM system
- Manage agendas, action items, and communications to ensure a seamless client experience
- Respond to day-to-day client inquiries with professionalism and promptness
Financial Planning & Onboarding
- Support onboarding by reviewing accounts and drafting investment policy statements
- Prepare comprehensive financial analyses, including retirement projections, estate planning summaries, insurance reviews, and investment evaluations
- Conduct research tailored to client needs (tax, investments, Social Security, etc.)
Tax Planning & Coordination
- Analyze client tax returns, insurance policies, and estate documents
- Assist with quarterly and annual tax planning processes
- Coordinate with clients and CPAs on tax-related information and documentation
What We’re Looking For
Required
- Bachelor’s degree
- Minimum 2-3 years of experience in financial planning or a related field
- Strong organizational skills, attention to detail, and ethical decision-making
- Ability to communicate financial concepts clearly and collaboratively
- High level of integrity and a genuine interest in helping clients achieve their goals
Preferred
- CFP® certification or recent exam completion with certification pending
- Exposure to personal income tax planning or preparation
- Experience with financial planning software or CRM systems
- A proactive, team-oriented mindset with a desire to learn and grow
Compensation & Benefits
- Competitive salary incentive compensation
- Fully paid medical benefits
- Unlimited personal time off (PTO)
- 401(k) with profit-sharing plan
- Professional development support, including tuition and certification reimbursement, plus association membership dues
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 check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.
**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.