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Assistant Financial Planner Jobs in Florida (NOW HIRING)

WizeHire, Inc

Financial Advisor

Orlando, FL · On-site

$102 - $138/hr

... * Assist clients in implementing financial recommendations such as life insurance, mutual funds ... Previous success in financial services as a financial planner, personal financial advisor ...

New

Cushman & Wakefield

Senior Financial Analyst (FP&A)

Tampa, FL · On-site

$80K - $100K/yr

The FP&A Analyst will assist in budgeting, forecasting, financial reporting, variance analysis, and data-driven decision support. This position is ideal for a finance professional looking to grow ...

Cushman & Wakefield

Senior Financial Analyst (FP&A)

Tampa, FL · On-site

$80K - $100K/yr

The FP&A Analyst will assist in budgeting, forecasting, financial reporting, variance analysis, and data-driven decision support. This position is ideal for a finance professional looking to grow ...

Cushman & Wakefield

Senior Financial Analyst (FP&A)

Tampa, FL · On-site

$80K - $100K/yr

The FP&A Analyst will assist in budgeting, forecasting, financial reporting, variance analysis, and data-driven decision support. This position is ideal for a finance professional looking to grow ...

Cushman & Wakefield

Senior Financial Analyst (FP&A)

Tampa, FL · On-site

$80K - $100K/yr

The FP&A Analyst will assist in budgeting, forecasting, financial reporting, variance analysis, and data-driven decision support. This position is ideal for a finance professional looking to grow ...

UNIVISTA HOLDINGS LLC

FP&A Specialist

Miami, FL · On-site

... data * Assist with monthly, quarterly, and annual forecasting activities * Maintain financial ... planning * Gather assumptions and supporting information from department leaders and Finance ...

Posted today

Axogen

FP&A Analyst

Tampa, FL

Job Summary of the FP&A Analyst The FP&A Analyst supports Axogen's enterprise financial planning ... * Assist with executive and Board reporting by preparing accurate analyses, schedules, and ...

New

UNIVISTA INSURANCE

Be Seen First

FP&A Specialist

Miami, FL · On-site

$85K - $100K/yr

Key Responsibilities Financial Planning & Forecasting · Support the annual budgeting and financial planning process by collecting, organizing, and analyzing financial and operational data · Assist ...

New

COR Financial Partners

Financial Advisor Trainee

Tampa, FL · On-site +1

$40K - $49K/yr

... * Assist clients with estate planning, including wills and trusts, to ensure compliance with ... Stay up to date on financial regulations and market trends to provide informed advice. Qualities we ...

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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 Sep 4, 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 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 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 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 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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $45,299 per year, or $21.8 per hour.

Retirement Planner - Retirement Benefits Group - FL, Jacksonville (3942)

Equitable

Jacksonville, FL • On-site, Remote

$70K - $94K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Key responsibilities

  • Engage with clients by educating them on financial products and services tailored to their retirement needs.

  • Analyze and organize client data, ensure confidentiality, and implement appropriate financial products and services.

  • Cultivate and expand your network within established markets to support client engagement.

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance:  Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program  

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.  

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V.  GE-7814452.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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