Wealth Planner (Associate Advisor)

Job overview

The Wealth Planner (Associate Advisor) role is onsite in Fort Lauderdale, FL. Compensation is not specified; the posting describes competitive salary plus incentive compensation. Tobias Financial Advisors is an independent, fee-only wealth management firm that provides financial planning, tax strategies, and long-term guidance. The planner supports Wealth Advisors by preparing for client meetings, conducting financial analyses, coordinating follow-up, and assisting with onboarding and tax planning. The role contributes to comprehensive, client-focused planning and helps clients navigate financial decisions and life transitions.

What you'll do

• Prepare client reports, financial plans, projections, and recommendations
• participate in client meetings
• coordinate follow-up with clients and professionals
• track tasks in the CRM
• respond to client inquiries
• support onboarding and draft investment policy statements
• prepare retirement, estate, insurance, and investment analyses
• research tax and investment topics
• analyze tax returns and documents
• assist with tax planning and coordinate with clients and CPAs.

What we're looking for

Skills & competencies

wealth planner

associate advisor

fort lauderdale fl

tobias financial advisors

financial planning

client meetings

retirement projections

tax planning

investment analysis

estate planning

crm

fully paid medical

unlimited pto

401(k) profit sharing

Work arrangement

• Weekend coverage required

Benefits & perks

• Fully paid medical benefits
• unlimited personal time off
• 401(k) with profit-sharing plan
• tuition and certification reimbursement
• association membership dues.

Why this role

Bachelor’s degree and 2–3 years of financial planning or related experience required; CFP certification or recent exam completion preferred; employer does not provide immigration or visa sponsorship.

About the employer

Tobias Financial Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.