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Assistant Financial Planner Jobs in Florida (NOW HIRING)

HireBox

Financial Planner Assistant

Largo, FL

$48K - $50K/yr

Econologics Financial Advisors Is expanding fast - Looking for a dedicated Financial Planner Assistant Largo, FL (In-Office Position) Looking to build a real career (not just another job)? Looking to ...

Corecruitment

Assistant Financial Controller

Miami, FL · On-site

$59K - $60K/yr

Assistant Financial Controller Location: Turks & Caicos Compensation: Salary starts at USD $60K per ... Support budgeting, forecasting, and financial planning processes * Monitor internal controls and ...

Corecruitment

Assistant Financial Controller

Miami, FL · On-site

$59K - $60K/yr

Assistant Financial Controller Location: Turks & Caicos Compensation: Salary starts at USD $60K per ... Support budgeting, forecasting, and financial planning processes * Monitor internal controls and ...

Corecruitment

Assistant Financial Controller

Miami, FL · On-site

$59K - $60K/yr

Assistant Financial Controller Location: Turks & Caicos Compensation: Salary starts at USD $60K per ... Support budgeting, forecasting, and financial planning processes * Monitor internal controls and ...

ECG Resources

Sr Financial Planner

Chicago, IL

... * Assist in evaluating the long-term impact of estate structures on future generations Client ... Utilize financial planning software tools (e.g., eMoney and/or similar platforms) to build and ...

ECG Resources

Sr Financial Planner

Chicago, IL

... * Assist in evaluating the long-term impact of estate structures on future generations Client ... Utilize financial planning software tools (e.g., eMoney and/or similar platforms) to build and ...

Ameriprise Financial

Be Seen First

Client Services Coordinator

Lakeland, FL · On-site

$35K - $45K/yr

... financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial Service, LLC. Assist financial advisor(s) in managing ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Florida

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 1, 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 are Assistant Financial Planners?

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 July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $45,299 per year, or $21.8 per hour.

Financial Planner Assistant

HireBox

Largo, FL

$48K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Econologics Financial Advisors
Is expanding fast – Looking for a dedicated
Financial Planner Assistant
Largo, FL (In-Office Position)
Looking to build a real career (not just another job)? Looking to join a growing company where your work truly matters?  Keep reading.
Offered salary and other compensation:
Based on your experience and performance record, we offer a yearly salary of $48,000 – $50,000. Additionally, we offer:

  • Potential for additional $2,800 - $5,600 performance-based bonuses
  • Health, dental, vision & life insurance
  • Paid time off
  • Employer-sponsored retirement plan
  • Career growth and advancement opportunities
About our company:
  • Econologics® Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL.
  • We specialize in helping private practice owners across the U.S. take control of their finances through a proven, results-driven financial planning system.
  • We are not a slow corporate office—we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.
Why you should join us:
This is not just another administrative job.
  • Be part of a fast-growing company with real momentum
  • Work in a dynamic, team-oriented environment
  • Gain hands-on exposure to financial planning and client services
  • Enjoy real career growth opportunities (we promote from within)
  • Make a meaningful impact on clients’ financial success
If you are looking for a role where your work matters and your career can grow, this is it.
Our Location: 2401 West Bay Drive, Suite 603 Largo, FL
Your Mission as Financial Planner Assistant:
  • You will support financial advisors by managing client services, coordinating financial plan implementation, and ensuring smooth day-to-day operations.
  • Your role is critical in delivering an exceptional client experience while helping the firm scale efficiently.
Financial Planner Assistant’s duties and responsibilities:
  • Manage client services, scheduling, and account support
  • Assist in implementing financial plans
  • Open and service investment and insurance accounts
  • Maintain accurate client records and CRM systems
  • Answer and direct incoming calls professionally
  • Support advisors with daily operational tasks
  • Keep processes organized in a fast-paced environment
Required experience and qualifications:
  • Minimum 1+ year of administrative or office experience (financial services or insurance preferred)
  • Proficiency with Microsoft Office and CRM systems
  • Strong written and verbal communication skills
  • High school diploma required (college preferred)
  • Clean background (required for financial industry)
  • Valid driver’s license
Preferred soft skills and personality traits:
  • Highly organized and detail-oriented
  • Positive, outgoing, and professional
  • Able to handle pressure in a fast-paced environment
  • Proactive and takes initiative
  • Strong team player with a service mindset
  • Motivated to grow and build a long-term career

IMPORTANT: We do not process phone applications.
Thank you for sending your application online.