ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Boca Raton, FL

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

West Palm Beach, FL · On-site

$82K - $103K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

We are looking for a Planning Associate that will be responsible for supporting our lead advisors ... Developing comprehensive financial plans focusing on investment strategy, tax, retirement and ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Boca Raton, FL

Associate Financial Planner information

See Boca Raton, FL salary details

$43.6K

$80.3K

$107.7K

How much do associate financial planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial planner in Boca Raton, FL is $80,340.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,800.00 and $95,800.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Boca Raton, FL?

The most popular types of Financial Planner jobs in Boca Raton, FL are:

What are popular job titles related to Associate Financial Planner jobs in Boca Raton, FL?

For Associate Financial Planner jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Boca Raton, FL look for?

The top searched job categories for Associate Financial Planner jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Associate Financial Planner jobs?

Cities near Boca Raton, FL with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Boca Raton, FL as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $80,340 per year, or $38.6 per hour.

Associate Financial Advisor

McKinnon Wright Wealth Management

Fort Lauderdale, FL • On-site

Other

Posted 4 days ago

Job description

McKinnon Wright Wealth Management:

Associate Financial Advisor – Relationship Manager:

What we are looking for


The Person

Someone that has a talent and passion for investments and financial planning. Industry experience is required, certifications are a plus.

Someone that is persistent, driven, organized, and eager to make themselves valuable to the organization and our clients.

Someone that has a demonstrated track record of care for others and service to the community.


The Position

Overview: McKinnon Wright Wealth Management is a family business serving families and we operate under the Golden Rule of treating our clients the way that we would like to be treated (or better!). We view our business as having two divisions; Investment Management and Strategic (financial) Planning. Under those divisions, our goal is to build excellent strategies and processes that can be leveraged for the benefit of clients and advisors across the team.


The Associate Financial Advisor will assist the Senior Advisors with all aspects of client development and relationship management. With confidence in our business and processes, your job will be to help us retain and grow our existing business while also helping us develop new client and referral relationships.


This is an incredible opportunity to work with and learn from a team of talented advisors who will be excited to help you develop your career.


The Compensation

Base Salary plus bonus (commensurate with experience and existing client book, if any)


The Company

You can read more about our team at www.mckinnonwrightwm.com

Apply