CFP Wealth Advisor — Unlimited PTO & Client Planning
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Tobias Financial Advisors, founded in 1980, seeks a Wealth Advisor to manage client relationships and lead planning initiatives. You will collaborate with planners to create tailored financial plans and guide investment strategies, taxes, and estates.
A CFP and leadership experience are essential within a collaborative, fiduciary-driven culture. The role emphasizes proactive planning, client engagement, and team-based growth, with opportunities to influence strategic firm initiatives and deliver
The CFP Wealth Advisor — Unlimited PTO & Client Planning position in the Finance field is open for applications.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Plantation, FL, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 120..
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