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

US Claims Capital LLC

FP&A Analyst

Boca Raton, FL · On-site

As an FP&A Analyst, you will play a key role in supporting the Director of FP&A and senior leadership in strategic planning, financial forecasting, and data delivery used for day-to-day decision ...

Northwestern Mutual

Financial Advisor

West Palm Beach, 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 ...

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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Showing results 21-40

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.

Wealth Planner (Associate Advisor)

Tobias Financial Advisors

Plantation, FL • On-site

Full-time

Medical, Retirement, PTO

Re-posted 2 days ago

Job description

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 life’s 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, you’ll 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 You’ll 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 We’re Looking For

Required

  • Bachelor’s 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.