About this role
Wealth Advisor (CFP® Professional) at Tobias Financial Advisors. Location: Plantation, Florida, United States. Role: Managing relationships, Developing plans, Presenting strategies Requirements: CFP professional, 3–5 years financial planning or wealth management experience, bachelor’s degree, strong client relations, proficient with MoneyGuidePro, Salesforce, and financial analysis tools Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuidePro, Salesforce, Financial analysis tools Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English