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Financial Planner Jobs in Boca Raton, FL (NOW HIRING)

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Financial Planner - AI Trainer

Davie, FL · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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Financial Planner - AI Trainer

Sunrise, FL · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Miramar, FL · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Boca Raton, FL

Financial Planner information

See Boca Raton, FL salary details

$47.9K

$91.7K

$132.4K

How much do financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial planner in Boca Raton, FL is $91,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,100.00 and $96,800.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about 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 Financial Planner jobs in Boca Raton, FL? For Financial Planner jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Boca Raton, FL look for? The top searched job categories for Financial Planner jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Financial Planner jobs? Cities near Boca Raton, FL with the most Financial Planner job openings:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Boca Raton, FL as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 79% In-person, 7% Hybrid, and 14% Remote job distribution, with an average salary of $91,747 per year, or $44.1 per hour.

Financial Planner (CFP®) - Private Banking

Flagstar Bank

Palm Beach, FL • On-site

$90K - $121K/yr

Full-time

Medical, Dental, Vision, Life

Posted 6 days ago

Job description

Position Title
Financial Planner (CFP®) - Private Banking
Location
Palm Beach, FL 33480
Job Summary
Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.
The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Job Responsibilities:
JOB RESPONSIBILITIES
  • Financial Planning Delivery. Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis. Assist in translating client goals into actionable planning recommendations under the guidance of senior planners.
  • Client and Advisor Support. Participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations. Serve as a planning resource for bankers by responding to planning-related questions and ad hoc analyses.
  • Planning Tools and Process Support. Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements.
  • Ongoing Learning and Collaboration. Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions.

ADDITIONAL ACCOUNTABILITIES
  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS
Required Qualifications:
  • Education level required: Undergraduate Degree (4 years or equivalent)
  • Minimum experience required: 4+ Years experience in financial planning or wealth management
  • CFP® certification or active progress toward designation
  • Experience working with financial planning software and CRM tools

Preferred Qualifications:
  • Education level preferred: Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related disciplines.
  • Experience working with HNW clients
  • CPA, CTFA, or CEPA helpful but not required.

Job Competencies:
  • Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
  • Entrepreneurial mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, 'start up' like environment, where there is clear opportunity to build and shape the future of the team and our delivery.
  • Client obsessed. Helping clients achieve their financial goals is what gets you up in the morning. We care deeply about the individuals and families we serve.
  • Polished presentation and sufficient gravitas to quickly instill a client's trust.
  • Jargon-free. Able to synthesize financial planning topics and explain them in 'plain English' to the general public.
  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
  • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
  • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Please note our systems post the entire pay band. our realistic expected base pay rate for this role will be between $90,000 - $121,000
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$63,251.25 - $121,200.00

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