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

Oxford Financial GRP

Wealth Planner

Palm Beach, FL · On-site

POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate ... Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools.

The GEO Group

SR FINANCIAL ANALYST FP&A

Boca Raton, FL

$90K - $110K/yr

Under Finance leadership, the Senior Financial Analyst FP&A primarily provides financial support for the Health Services Team. The key functions of this role include developing operational analysis ...

The GEO Group

SR FINANCIAL ANALYST FP&A

Boca Raton, FL

$90K - $110K/yr

Under Finance leadership, the Senior Financial Analyst FP&A primarily provides financial support for the Health Services Team. The key functions of this role include developing operational analysis ...

The GEO Group, Inc.

SR FINANCIAL ANALYST FP&A

Boca Raton, FL · On-site

$80K - $100K/yr

Under Finance leadership, the Senior Financial Analyst FP&A primarily provides financial support for the Health Services Team. The key functions of this role include developing operational analysis ...

The GEO Group

SR FINANCIAL ANALYST FP&A

Boca Raton, FL · On-site

$90K/yr

Under Finance leadership, the Senior Financial Analyst FP&A primarily provides financial support for the Health Services Team. The key functions of this role include developing operational analysis ...

Northwestern Mutual

Financial Advisor

Fort Lauderdale, FL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Boca Raton, FL

Financial Planner information

See Boca Raton, FL salary details

$48.1K

$92.1K

$132.8K

How much do financial planner jobs pay per year?

As of Jun 15, 2026, the average yearly pay for financial planner in Boca Raton, FL is $92,068.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,400.00 and $97,100.00 per year, depending on experience, location, and employer.

What qualifications are needed to be a financial planner?

To become a financial planner, individuals typically need a bachelor's degree in finance, accounting, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) designation are highly valued and often required by employers, along with relevant experience and strong interpersonal skills.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different client needs, and the better choice depends on the specific financial services required.

What are the key skills and qualifications needed to thrive as a Financial Planner, and why are they important?

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.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $50,000 to $100,000 in investable assets to work effectively with an advisor, though some firms may accept lower amounts. With $200,000, you generally have sufficient assets to benefit from professional financial planning, including investment management and retirement strategies. The specific services and fees depend on the advisor's fee structure and your financial goals.

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.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes, often exceeding six figures. Income can also include commissions and fees for services provided.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively 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
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Financial Planner jobs near you
Wealth Planner (Associate Advisor)

Wealth Planner (Associate Advisor)

Tobias Financial Advisors

Fort Lauderdale, FL • On-site

Full-time

Medical, Retirement, PTO

Posted 8 days ago

Be an early applicant

Job description

Salary:

About Tobias Financial Advisors

Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through lifes transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.


Why Join Us

As part of our team, youll have the opportunity to make a meaningful impact on clients lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.


Position Summary

Tobias Financial Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional, comprehensive financial planning services. In this role, you will help prepare and participate in client meetings, manage follow-up items, perform financial analyses, and support ongoing tax and planning initiatives. This is an excellent opportunity for a planning professional who wants to deepen their expertise, build strong client relationships, and grow within a collaborative and mentorship-driven team.


What Youll Get to Do

Client Meeting Preparation & Participation

  • Prepare client deliverables, including reports, financial plans, projections, and recommendations
  • Participate in client meetings with Wealth Advisors
  • Coordinate follow-up items with clients, external professionals, and internal team members

Client Relationship Support

  • Document and track all follow-up tasks in the CRM system
  • Manage agendas, action items, and communications to ensure a seamless client experience
  • Respond to day-to-day client inquiries with professionalism and promptness

Financial Planning & Onboarding

  • Support onboarding by reviewing accounts and drafting investment policy statements
  • Prepare comprehensive financial analyses, including retirement projections, estate planning summaries, insurance reviews, and investment evaluations
  • Conduct research tailored to client needs (tax, investments, Social Security, etc.)

Tax Planning & Coordination

  • Analyze client tax returns, insurance policies, and estate documents
  • Assist with quarterly and annual tax planning processes
  • Coordinate with clients and CPAs on tax-related information and documentation


What Were Looking For

Required

  • Bachelors degree
  • Minimum 2-3 years of experience in financial planning or a related field
  • Strong organizational skills, attention to detail, and ethical decision-making
  • Ability to communicate financial concepts clearly and collaboratively
  • High level of integrity and a genuine interest in helping clients achieve their goals

Preferred

  • CFP certification or recent exam completion with certification pending
  • Exposure to personal income tax planning or preparation
  • Experience with financial planning software or CRM systems
  • A proactive, team-oriented mindset with a desire to learn and grow


Compensation & Benefits

  • Competitive salary + incentive compensation
  • Fully paid medical benefits
  • Unlimited personal time off (PTO)
  • 401(k) with profit-sharing plan
  • Professional development support, including tuition and certification reimbursement, plus association membership dues


Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.


*Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.


**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.