Jacksonville, FL · Hybrid
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Jacksonville, FL · Hybrid
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Fort Lauderdale, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Fort Lauderdale, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Boca Raton, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Boca Raton, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Shalimar, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Shalimar, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Jacksonville, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Jacksonville, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Saint Augustine, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Saint Augustine, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Saint Petersburg, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
Saint Petersburg, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Shalimar, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Shalimar, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Fort Lauderdale, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Fort Lauderdale, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Orlando, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Orlando, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Jacksonville, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Jacksonville, FL · On-site
$140K - $160K/yr
Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...
New
Miami, FL · On-site
$175K - $225K/yr
... held commercial general contractor with more than 30 years of success delivering complex ... The CFO will oversee all aspects of the organization's financial operations while serving as a ...
Quick apply
Miami, FL · On-site
$175K - $225K/yr
... held commercial general contractor with more than 30 years of success delivering complex ... The CFO will oversee all aspects of the organization's financial operations while serving as a ...
$175K - $225K/yr
... held commercial general contractor with more than 30 years of success delivering complex ... The CFO will oversee all aspects of the organization's financial operations while serving as a ...
$175K - $225K/yr
... held commercial general contractor with more than 30 years of success delivering complex ... The CFO will oversee all aspects of the organization's financial operations while serving as a ...
Melbourne, FL · On-site
$150 - $230/hr
As an accomplished financial architect, the CFO will skillfully navigate the intricacies of healthcare contracting and partnership nuances, serving as a strategic partner to the CEO and Board if ...
New
Melbourne, FL · On-site
$150 - $230/hr
As an accomplished financial architect, the CFO will skillfully navigate the intricacies of healthcare contracting and partnership nuances, serving as a strategic partner to the CEO and Board if ...
New
Pensacola, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Pensacola, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Pensacola, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Pensacola, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Miami, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Miami, FL · On-site
Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...
Melbourne, FL · On-site
As an accomplished financial architect, the CFO will skillfully navigate the intricacies of healthcare contracting and partnership nuances, serving as a strategic partner to the CEO and Board if ...
Melbourne, FL · On-site
As an accomplished financial architect, the CFO will skillfully navigate the intricacies of healthcare contracting and partnership nuances, serving as a strategic partner to the CEO and Board if ...
$6.70 - $11.30
23% of jobs
$11.99 is the 25th percentile. Wages below this are outliers.
$11.30 - $15.89
11% of jobs
$15.89 - $20.49
11% of jobs
The median wage is $23.77 / hr.
$20.49 - $25.08
7% of jobs
$25.08 - $29.68
7% of jobs
$29.68 - $34.28
6% of jobs
$34.28 - $38.87
5% of jobs
$38.87 - $43.47
3% of jobs
$43.66 is the 75th percentile. Wages above this are outliers.
$43.47 - $48.06
13% of jobs
$48.06 - $52.66
12% of jobs
$52.66 - $57.26
1% of jobs
$6
$29
$57
A Financial Contractor is an independent professional who provides financial services to businesses or individuals on a contract basis. They may handle tasks such as bookkeeping, financial analysis, tax preparation, budgeting, or consulting. Unlike full-time employees, they typically work with multiple clients and have more control over their schedules and workload. Financial Contractors are often hired for specialized expertise or to assist during peak financial periods.
To excel as a Financial Contractor, you need strong analytical skills, in-depth knowledge of financial regulations, and a background in accounting or finance, often supported by a relevant degree or certification (such as CPA or CFA). Familiarity with financial software like QuickBooks, Excel, and ERP systems is typically required. Strong communication, time management, and problem-solving abilities help a contractor effectively manage multiple clients and projects. These skills ensure accurate financial analysis, compliance with regulations, and the ability to build trust with clients.
Financial Contractors often serve a variety of clients, including small businesses, corporations, startups, and nonprofit organizations, spanning diverse industries such as healthcare, technology, real estate, and manufacturing. Depending on their expertise, contractors might manage tax preparation, financial planning, audits, or interim CFO responsibilities. They may work independently or as part of a consulting firm, adapting to each client’s specific financial requirements and operational structures. This versatility allows Financial Contractors to develop broad experience and expand their professional network while addressing unique challenges across different sectors.
The most popular types of Financial Contractor jobs in Florida are:
For Financial Contractor jobs in Florida, the most frequently searched job titles are:
The top searched job categories for Financial Contractor jobs in Florida are:
Cities in Florida with the most Financial Contractor job openings:
$140K - $160K/yr
Full-time
Medical, Dental, Vision, Retirement
Posted 3 days ago
New
8.1
Based on 12 frontline employees who took The Breakroom Quiz
Senior Advanced Financial Planning Opportunity in Financial Services
Senior Financial Planning Specialist, High Net Worth Planning Services
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Remoteapplicants may potentially be considered for this role.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.
Role Type: Full-time
Salary: $140,000 - $160,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.
Summary:
We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.
Education Requirements:
Bachelor's degree required.
Responsibilities:
Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.
Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).
Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.
Serve as a mentor to colleagues to develop their financial planning skills.
All other duties as assigned.
Basic Requirements:
10+ years of financial planning experience in a client- or advisor-facing capacity
CFP Designation
Experience delivering educational content and presenting to diverse audiences
Demonstrated ability to influence and collaborate across organizational levels
Strong communication skills, both written and verbal
Ability to manage multiple complex cases simultaneously
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Preferred Requirements:
Proficiency in financial planning software (e.g., eMoney)
CPA
FINRA Series 7, 63, and 65 licenses
J.D.
LL.M
#LI-Remote
Current Employees and Contractors Apply Here
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
Phoenix, AZ, US
2016
