Financial Planning Associate / Paraplanner
Tobiasfinancial
About this role
Tobias Financial Advisors is seeking a Financial Planning Associate to support its advisory team in delivering comprehensive financial planning and wealth management services to clients. The role involves client research, analysis, preparing planning deliverables, and assisting with client onboarding and relationship management.
Skills
Qualifications
About Tobiasfinancial
tobiasfinancial.comTobias Financial Advisors is an independent, fee-only financial planning and wealth management firm based in Florida. They provide personalized, fiduciary-aligned advice and tailored wealth-management strategies for individuals and businesses, prioritizing transparency over commission-driven product sales. The experienced team offers comprehensive financial planning and ongoing guidance to help clients pursue long-term goals.
About Tobiasfinancial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Tobiasfinancial.
Salary
$50k – $70k
per year