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Assistant Financial Planner Jobs in Florida (NOW HIRING)

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Assistant Financial Planner information

See Florida salary details

$26.5K

$45.3K

$78.1K

How much do assistant financial planner jobs pay per year?

As of Aug 7, 2026, the average yearly pay for assistant financial planner in Florida is $45,299.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,700.00 and $51,200.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Florida? The most popular types of Financial Planner jobs in Florida are:
What cities in Florida are hiring for Assistant Financial Planner jobs? Cities in Florida with the most Assistant Financial Planner job openings:
Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $45,299 per year, or $21.8 per hour.

Assistant Financial Controller - Full time

NeoDym Technologies

West Palm Beach, FL • On-site

$100K - $120K/yr

Full-time

Posted 10 days ago

Job description

Assistant Financial Controller

Location: West Palm Beach, FL (Onsite)
Employment Type: Full-Time
Salary: $100,000 – $120,000 per year

 

Our client is a well-established full-service architecture and interior design firm with over 40 years of industry experience. Since 1975, the firm has delivered award-winning projects across South Florida and the United States, combining innovative design with exceptional project and budget management.

Known for its commitment to energy-efficient and sustainable design, the company has built long-term client relationships through quality, collaboration, and consistent project success.

Position Summary

The Assistant Financial Controller will work closely with the ownership team to oversee the company's financial operations and support strategic business growth. This is a full-time, onsite leadership role responsible for ensuring strong financial performance, financial reporting accuracy, and operational excellence.

Key Responsibilities

  • Lead financial planning, forecasting, and budgeting activities.
  • Monitor project profitability and prepare Work-in-Progress (WIP) reports.
  • Manage cash flow forecasting and financial reporting.
  • Support long-term financial strategy and business planning.
  • Partner with executive leadership to improve financial processes and operational efficiency.
  • Ensure accurate financial controls and compliance with accounting standards.
  • Provide financial insights and recommendations to support strategic decision-making.

Required Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA designation preferred.
  • Minimum of 5 years of senior-level accounting or finance leadership experience.
  • Experience within architecture, engineering, construction (AEC), or other project-based professional services is highly preferred.
  • Strong knowledge of:
    • Financial planning and forecasting
    • Budgeting
    • Project accounting
    • Work-in-Progress (WIP) reporting
    • Cash flow management
    • Financial reporting and internal controls
  • Excellent leadership, communication, and analytical skills.
  • Must currently reside within commuting distance of West Palm Beach, FL.
  • Relocation assistance is not available.

Why Join?

  • Join an established and respected architecture and interior design firm with over four decades of success.
  • Work directly with company ownership and executive leadership.
  • Play a key role in driving financial strategy and business growth.
  • Be part of an organization recognized for innovation, sustainability, and long-term client partnerships.
  • Opportunity to make a meaningful impact in a collaborative and growth-focused environment.
 
 

 please reach me out at prasad@neodymtechnologies.com
+1-614-350-5050, EXT: 112