About this role
Wealth Planner (Associate Advisor) at Tobias Financial Advisors. Location: Plantation, Florida, United States. Role: prepare reports, participate meetings, coordinate follow-up Requirements: Bachelor’s degree; 2-3 years in financial planning; strong communication, organization, and integrity; CFP preferred; CRM/software experience. Category: Finance and Accounting Seniority: Mid Level Tools: CRM systems, financial planning software Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English