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Associate Financial Planner Jobs in Boca Raton, FL

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Knowledge of financial services, financial markets and financial planning, usually acquired by formal education or work related experience. Knowledge of financial analysis required to analyze and ...

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Knowledge of financial services, financial markets and financial planning, usually acquired by formal education or work related experience. Knowledge of financial analysis required to analyze and ...

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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.

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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 Wealth Advisor

Northern Trust Corp

Boca Raton, FL • On-site

$70 - $100/hr

Other

This job post has expired today. Applications are no longer accepted.

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

## Associate Wealth AdvisorApplylocations: Boca Raton, FLtime type: Full timeposted on: Posted Yesterdayjob requisition id: R155094**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Major Duties :1. Collect, organize and maintain client personal and financial wealth plan profile data.2. Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer and tax efficiency goals.3. Communicate with internal and external partners, professional advisors and others to obtain and deliver wealth plan related information.4. Conduct fundamental research related to wealth plan solutions and strategies.5. Identify and prepare fee analysis of Northern and other products and services.6. Prepare presentations for client meetings.7. Where supporting Lead Relationship Manager, interact with service areas to help determine service requirements and issue resolution strategies and coordinate daily activities, oversee transaction processing, and handle inquiry resolution.8. Carries out complex activities with significant financial, client, and/or internal business impact9. May have direct interaction with committees and/or Senior Management10. Able to serve as a key subject matter expert and mentor to other more junior level employees11. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)12. More technically sound in area of expertise and has broader knowledge of other areas13. Delivers a work product that requires less revision14. Able to facilitate discussions and reach decisionsKnowledge :Knowledge of financial services, financial markets and financial planning, usually acquired by formal education or work related experience. Knowledge of financial analysis required to analyze and interpret data. Expected to have or be pursuing professional designations including CFP, MBA and similar evidence of advanced learning and professional qualification.Experience :3 to 5 years of financial and wealth planning and analysis experience with high-income/net worth individuals and families desired.**Working with Us:**As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater**Reasonable accommodation**Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater. #J-18808-Ljbffr

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