Financial Planning Associate / Paraplanner

Job overview

The Financial Planning Associate / Paraplanner is a full-time, onsite position located in Fort Lauderdale, FL. Compensation is not specified for this role, which supports a fee-only financial planning firm. This role assists the advisory team in delivering comprehensive financial planning and wealth management services. The associate organizes client information, prepares planning deliverables, and supports the team in managing client relationships.

What you'll do

• Assist with client research
• prepare financial planning deliverables
• support client relationship management
• assist with onboarding
• support tax planning
• learn and adapt to client needs.

What we're looking for

Skills & competencies

full-time

financial planning

paraplanner

fort lauderdale fl

wealth management

finance

client service

planning

advisory

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• 100% Health Insurance, Unlimited PTO, 401k, Profit Sharing, Tuition Reimbursement

Why this role

Unlimited PTO, 100% health insurance coverage, and profit sharing.

About the employer

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