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Financial Planning Administrator Jobs (NOW HIRING)

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Financial Systems Manager

Austin, TX · On-site

This is more than a traditional ERP administrator role. You will administer and enhance NetSuite ... Financial Systems Administration & Governance * Serve as primary administrator for NetSuite ...

Shimadzu Scientific Instruments

$115K - $125K/yr

Business Application / ERP Administrator Location: Columbia, MD Salary: $115,000 - $125,000 per ... The role supports key business systems across finance, supply chain, inventory management ...

AlertMedia

Financial Systems Manager

Austin, TX · On-site

This is more than a traditional ERP administrator role. You will administer and enhance NetSuite ... Financial Systems Administration & Governance * Serve as primary administrator for NetSuite ...

Century Arms

ERP ADMINISTRATOR

West Palm Beach, FL · On-site

Summary of Position Mission The Epicor ERP Administrator will take part in implementation and ... Financials . * Coordinate with Epicor support and third-party vendors on upgrades, patches, and ...

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Financial Planning Administrator information

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$34K

$70.6K

$106.5K

How much do financial planning administrator jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial planning administrator in the United States is $70,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $89,500.00 per year, depending on experience, location, and employer.

What is a financial planning administrator?

A Financial Planning Administrator is a professional who supports financial advisors and planners by managing administrative tasks, organizing client information, preparing financial reports, and ensuring compliance with regulatory requirements. They play a key role in maintaining client records, scheduling meetings, and handling documentation related to investments, insurance, and retirement planning. Their work helps streamline operations within financial planning firms, allowing advisors to focus more on client relationships and strategy. Financial Planning Administrators often act as a liaison between clients and financial professionals, ensuring smooth communication and efficient workflow.

What are some common challenges faced by financial planning administrators, and how can they be effectively managed?

Financial Planning Administrators often face the challenge of managing multiple clients' documentation and ensuring compliance with regulatory requirements. Balancing administrative duties with frequent client communications can be demanding, especially during peak periods such as tax season or portfolio reviews. Staying organized, using reliable financial planning software, and maintaining clear communication with advisors and clients can help effectively manage these challenges and contribute to a smooth workflow.

What are the key skills and qualifications needed to thrive as a financial planning administrator?

To thrive as a Financial Planning Administrator, you need a solid understanding of financial products, regulatory requirements, and administrative processes, often supported by a relevant degree or financial services certification. Familiarity with financial planning software (such as Voyant or MoneyGuidePro), CRM systems, and compliance tools is typically required. Strong organizational skills, attention to detail, and effective client communication are crucial soft skills in this role. These abilities ensure accurate documentation, regulatory compliance, and exceptional client service, which are vital for supporting financial advisors and maintaining client trust.

What is the difference between Financial Planning Administrator vs Financial Advisor?

AspectFinancial Planning AdministratorFinancial Advisor
CredentialsTypically requires certifications like CFP or similar, but often more administrative-focusedRequires certifications such as CFP, Series 7, and Series 66/65
Work EnvironmentSupports financial planning teams, handles client documentation, and administrative tasksProvides personalized financial advice and investment recommendations to clients
Employer & Industry UsageFound in financial planning firms, banks, and wealth management companiesWorks directly with clients in financial advisory firms, banks, and independent practices

The main difference is that a Financial Planning Administrator focuses on supporting the planning process through administrative tasks, while a Financial Advisor actively provides financial advice and investment strategies to clients. Both roles may require similar certifications, but their responsibilities and client interaction levels differ significantly.

More about Financial Planning Administrator jobs

What job categories do people searching Financial Planning Administrator jobs look for?

The top searched job categories for Financial Planning Administrator jobs are:

Financial Planning Administrator jobs near you
Infographic showing various Financial Planning Administrator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $70,648 per year, or $34 per hour.

NetSuite ERP Administrator & Training Lead

Southeast Steel Systems

Gibsonton, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Southeast Steel Systems

NetSuite ERP Administrator & Training Lead

Location: Preferred candidates that live in FL or South GA and surrounding areas (Primary) with support for Adel, GA operations. THIS IS AN IN-PERSON role at our corporate office in Tampa, FL
Status: Full-Time
Reports To: CFO (or designated executive sponsor)

Build Buildings and Relationships

At Southeast Steel Systems, we do more than manufacture steel buildings. We build relationships, create opportunities, and support the growth of our employees, customers, and communities.

As we continue to grow, we are investing heavily in technology, process improvement, and operational excellence. We are seeking an experienced NetSuite ERP Administrator & Training Lead to help drive one of the most important initiatives in our company's history: the successful implementation, adoption, and long-term management of NetSuite across our organization.

This is not a traditional IT position.

This is a highly visible business leadership role responsible for implementing NetSuite, improving business processes, training employees, managing data integrity, and serving as the company's internal NetSuite expert.

The ideal candidate enjoys teaching others, simplifying complex processes, building training programs, and helping teams become more efficient through technology.

Position Summary

The NetSuite ERP Administrator & Training Lead will serve as the primary owner of the company's NetSuite ERP platform. This individual will lead implementation efforts, manage system administration, support users across multiple departments, and develop comprehensive training programs to ensure successful adoption throughout the organization.

This role will partner closely with Finance, Operations, Manufacturing, Purchasing, Sales, Human Resources, and Executive Leadership to ensure NetSuite supports business growth and operational excellence.

Candidates must reside in the Tampa Bay area and be able to work onsite at our Tampa corporate headquarters.

What You'll Be Responsible For

ERP Implementation Leadership

• Lead the migration from QuickBooks to NetSuite.
• Coordinate implementation activities with internal stakeholders and external consultants.
• Assist in designing workflows that support manufacturing, purchasing, inventory, finance, and operations.
• Manage system testing, user acceptance testing, and deployment activities.
• Ensure data accuracy and successful migration of historical information.

Training & Employee Development

• Develop and deliver NetSuite training programs for new and existing employees.
• Create user guides, job aids, video tutorials, and standard operating procedures.
• Conduct one-on-one and group training sessions.
• Serve as the primary resource for employee questions and support.
• Build role-specific learning paths for Finance, Operations, Purchasing, Sales, and Leadership teams.
• Drive user adoption and help employees gain confidence using the system.

System Administration & Data Management

• Serve as the primary NetSuite Administrator and Subject Matter Expert.
• Manage users, security roles, permissions, workflows, and approvals.
• Monitor and maintain data integrity across all modules.
• Develop dashboards, reports, KPIs, and saved searches.
• Ensure accurate master data management for customers, vendors, inventory, and financial records.
• Support ongoing system enhancements and optimization initiatives.

Business Process Improvement

• Analyze business processes and recommend system improvements.
• Identify opportunities to automate manual tasks and improve efficiency.
• Partner with department leaders to develop scalable workflows.
• Support continuous improvement initiatives across the organization.

Required Qualifications

• 5+ years of NetSuite administration, implementation, or ERP systems experience.
• Proven experience supporting or leading a NetSuite implementation.
• Experience training employees and developing user documentation.
• Strong understanding of business operations, accounting, inventory, purchasing, and ERP workflows.
• Experience managing system data, user security, and reporting.
• Exceptional communication and presentation skills.
• Ability to translate technical concepts into practical business solutions.
• Must reside within commuting distance of Tampa, Florida.

Preferred Qualifications

• Manufacturing, steel, construction, distribution, or industrial industry experience.
• NetSuite Administrator Certification.
• Experience with ERP integrations.
• Experience supporting multi-location operations.
• Experience building employee training programs and learning content.

What Makes Someone Successful in This Role

• Passion for teaching and helping others succeed.
• Ability to influence change and drive system adoption.
• Strong business process mindset.
• Comfortable working with employees at all levels of the organization.
• Highly organized with exceptional follow-through.
• Natural problem solver who enjoys improving processes.
• Takes ownership and acts as a trusted advisor to leadership.

Why Join Southeast Steel Systems

• Lead a company-wide ERP transformation.
• Work directly with executive leadership.
• Build and own the long-term NetSuite strategy.
• Create training programs that impact the entire organization.
• Join a growing company with significant opportunities for advancement.
• Make a visible and lasting impact on the future of the business.

What We Offer

At Southeast Steel Systems, we believe great people deserve great support. We invest in our team with benefits that help you take care of yourself, your family, and your future.

WHY JOIN SOUTHEAST STEEL SYSTEMS

  • Growing organization with opportunities for advancement.
  • Opportunity to help expand the company’s presence in South Florida.
  • Collaborative and team-oriented culture.
  • Competitive compensation.
  • Medical, Dental, and Vision Insurance.
  • Company-Paid Life Insurance.
  • Employee Assistance Program.
  • Accident, Critical Illness, Short-Term Disability, and Supplemental Insurance Options.
  • 401(k) with Company Match.
  • Paid Time Off and Company Holidays.
  • Professional development opportunities.
  • PHYSICAL AND TRAVEL REQUIREMENTS
  • Ability to travel regularly throughout the assigned South Florida territory.
  • Ability to visit customer sites, construction sites, offices, and business locations.
  • Ability to sit, stand, walk, drive, and use a computer or mobile device for regular business activity.
  • Must be able to communicate by phone, email, video, and in person.


EQUAL EMPLOYMENT OPPORTUNITY

Southeast Steel Systems is an Equal Opportunity Employer. We are committed to creating a workplace where all employees are treated with respect and provided equal opportunities for employment and advancement regardless of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

EMPLOYMENT AT WILL

Employment with Southeast Steel Systems is at will. This job description does not create a contract of employment and does not alter the at-will employment relationship. The Company may revise this job description at any time based on business needs.