About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests.
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About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests.
Apply Early
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
Wealth Advisor
New York, NY · On-site
$90K - $350K/yr
Insurance & Financial Services Employment Type: Full Time Location: New York Compensation: $90,000 ... A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm * A client ...
Wealth Advisor
New York, NY · On-site
$90K - $350K/yr
Insurance & Financial Services Employment Type: Full Time Location: New York Compensation: $90,000 ... A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm * A client ...
Financial Advisor-Seattle, WA
Irvine, CA · On-site
$140K - $155K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
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Financial Advisor-Seattle, WA
Irvine, CA · On-site
$140K - $155K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Apply Early
Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K - $155K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
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Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K - $155K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Apply Early
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Quick apply
Apply Early
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Apply Early
Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K/yr
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Financial Planner
Saint Louis, MO · On-site
$71K - $95K/yr
Nationally recognized fee-only RIA firm * St. Louis based; in business for 40 years * AUM approx ... Financial Planners are a key component of Plancorp's wealth management team. They will begin as ...
Financial Planner
Saint Louis, MO · On-site
$71K - $95K/yr
Nationally recognized fee-only RIA firm * St. Louis based; in business for 40 years * AUM approx ... Financial Planners are a key component of Plancorp's wealth management team. They will begin as ...
Financial Advisor in Lewes, DE Are you ready to build lasting relationships, deliver holistic ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Financial Advisor in Lewes, DE Are you ready to build lasting relationships, deliver holistic ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Financial Advisor - Lewes, DE
Lewes, DE · On-site
$15K/yr
Financial Advisor in Lewes, DE Are you ready to build lasting relationships, deliver holistic ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Financial Advisor - Lewes, DE
Lewes, DE · On-site
$15K/yr
Financial Advisor in Lewes, DE Are you ready to build lasting relationships, deliver holistic ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...
Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy ... A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm * A client ...
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Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy ... A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm * A client ...
Apply Early
I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial ... BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a ...
I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial ... BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a ...
Be Seen First
Financial Advisor
Hauppauge, NY · On-site
$70K - $85K/yr
... fiduciary, fee-based environment. Role Overview This position is designed for a motivated ... Financial Advisor responsibilities upon CFP ® completion What We're Looking For Required · ...
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Financial Advisor
Hauppauge, NY · On-site
$70K - $85K/yr
... fiduciary, fee-based environment. Role Overview This position is designed for a motivated ... Financial Advisor responsibilities upon CFP ® completion What We're Looking For Required · ...
Financial Advisor - Westwood, MA
Westwood, MA · On-site +1
Financial Advisor - Westwood, MA Deliver meaningful advice. Work at scale. Make a real impact ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Financial Advisor - Westwood, MA
Westwood, MA · On-site +1
Financial Advisor - Westwood, MA Deliver meaningful advice. Work at scale. Make a real impact ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Financial Advisor - Westwood, MA
Westwood, MA · On-site
$75K - $80K/yr
Financial Advisor - Westwood, MA Deliver meaningful advice. Work at scale. Make a real impact ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Financial Advisor - Westwood, MA
Westwood, MA · On-site
$75K - $80K/yr
Financial Advisor - Westwood, MA Deliver meaningful advice. Work at scale. Make a real impact ... We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance ...
Associate Advisor
Walnut Creek, CA · On-site
$85K - $110K/yr
I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial ... BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a ...
Associate Advisor
Walnut Creek, CA · On-site
$85K - $110K/yr
I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial ... BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a ...
Fee Only Financial Advisor information
See salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
How much do fee only financial advisor jobs pay per year?
What is the average fee for a fee-only financial advisor?
What is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?
| Aspect | Fee Only Financial Advisor | Fee-Based Financial Advisor |
|---|---|---|
| Compensation | Charges only fees directly from clients, no commissions | Charges fees and may earn commissions from product sales |
| Conflicts of Interest | Lower potential for conflicts due to fee-only structure | Potential conflicts due to commission-based earnings |
| Regulation & Certification | Often holds CFP, CFA, or similar credentials | May hold similar credentials but with additional licensing for commissions |
| Work Environment | Independent or affiliated with fee-only firms | Often affiliated with firms selling financial products |
Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.
What are the key skills and qualifications needed to thrive as a Fee Only Financial Advisor, and why are they important?
Are fee-only financial advisors worth it?
What is a fee-only financial advisor?
How many financial advisors make $500,000 a year?
Is $200,000 enough to work with a financial advisor?
How does a fee-only financial advisor typically collaborate with other professionals to serve clients?
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 11 days ago
Job description
About Tobias Financial Advisors
Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life's transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.
Why Join Us
As part of our team, you'll have the opportunity to make a meaningful impact on clients' lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.
Position Summary
We're looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm.
What You'll Get to Do
- Lead and deepen relationships with new and existing clients
- Develop comprehensive financial plans that align with clients' goals
- Build investment policy statements and conduct ongoing portfolio reviews
- Identify tax planning opportunities and collaborate with CPAs and planning associates
- Research and provide recommendations on estate planning, investments, and Social Security strategies
- Participate in business development, including attending client events and engaging Centers of Influence
- Contribute to firm initiatives and mentor junior team members (as applicable)
What We're Looking For
- Bachelor's degree
- CFP certification
- Minimum 3-5 years of financial planning experience within a wealth management or financial advisory firm
- Experience managing client relationships and presenting complex planning concepts
- Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce)
- Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards
Compensation & Benefits
- Competitive salary + performance-based incentive compensation
- Fully paid medical, dental and vision coverage
- Unlimited PTO
- 401(k) and profit-sharing plan
- Professional development support (tuition reimbursement, certification expenses, association dues)
Please note:Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.
*Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.
**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
About Tobias Financial Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Fort Lauderdale, FL, US
Year founded
1980