Wealth Advisor CFP Professional
Overview
Tobias Financial Advisors seeks a passionate Wealth Advisor to manage client relationships, lead projects, and contribute to firm growth. This role involves working closely with clients to achieve financial goals through personalized planning. Success stems from dedication expertise and commitment to making a difference.
What You'll Do11
- 1Lead and manage relationships with new and existing clients
- 2Effectively communicate the value of financial planning services
- 3Create comprehensive financial plans based on client goals
- 4Develop personalized investment policy statements
- 5Collaborate with investment teams to structure portfolios
- 6Review tax planning opportunities with CPAs
- 7Conduct research and deliver advice on estate planning
- 8Attend client events and network with Centers of Influence
- 9Contribute to strategic firm initiatives
- 10Own and scale client engagement strategies
- 11Drive business development efforts
Requirements10
- 1Bachelor’s degree and CFP certification
- 2Minimum five years financial planning experience
- 3Proficiency in scenario analysis and Monte Carlo simulations
- 4Ability to explain tax information and projections
- 5CPA license or relevant tax planning experience
- 6Strong communication and client relationship management skills
- 7Experience with MoneyGuidePro and Salesforce
- 8High ethical standards and organizational abilities
- 9Ambitious self-directed work style
- 10Commitment to fiduciary responsibility
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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